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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,506 | $157,304+0.1% | $141,197+11.6% | $152,909+3.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 15.21% | 64.34%-49.1pp | 71.41%-56.2pp | 345.46%-330.3pp |
| Employer contribution / active EE | $3,656 | $5,263-30.5% | $4,736-22.8% | $4,764-23.3% |
| Participant deferral / active EE | $7,205 | $7,111+1.3% | $6,710+7.4% | $5,851+23.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |