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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,751 | $160,028-10.2% | $147,080-2.3% | $145,884-1.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.43% | 98.60%-87.2pp | 420.17%-408.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $16,667 | $5,286+215.3% | $4,933+237.8% | $4,662+257.5% |
| Participant deferral / active EE | $14,325 | $8,422+70.1% | $8,066+77.6% | $6,690+114.1% |
| Admin fee / account holder | $74 | $15,030-99.5% | $12,989-99.4% | $13,392-99.4% |