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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,668 | $168,636+5.9% | $147,618+21.0% | $125,388+42.5% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -2.11% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.3pp |
| Employer contribution / active EE | $2,641 | $6,252-57.8% | $5,565-52.5% | $4,866-45.7% |
| Participant deferral / active EE | $7,860 | $5,507+42.7% | $4,895+60.6% | $5,352+46.9% |
| Admin fee / account holder | $66 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |