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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,446 | $168,635-60.6% | $147,617-55.0% | $125,389-47.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.23% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $6,922 | $6,252+10.7% | $5,564+24.4% | $4,866+42.3% |
| Participant deferral / active EE | $4,154 | $5,507-24.6% | $4,895-15.1% | $5,352-22.4% |
| Admin fee / account holder | $272 | $13,580-98.0% | $11,612-97.7% | $9,541-97.2% |