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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,869 | $160,070-6.4% | $147,117+1.9% | $145,897+2.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.27% | 98.69%-83.4pp | 420.54%-405.3pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,800 | $5,285-9.2% | $4,932-2.7% | $4,663+2.9% |
| Participant deferral / active EE | $18,143 | $8,419+115.5% | $8,065+125.0% | $6,689+171.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |