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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,210 | $168,635-11.5% | $147,617+1.1% | $125,389+19.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.39% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $9,796 | $6,252+56.7% | $5,564+76.0% | $4,866+101.3% |
| Participant deferral / active EE | $5,489 | $5,507-0.3% | $4,895+12.1% | $5,352+2.6% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |