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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,233 | $176,120-14.1% | $159,487-5.2% | $167,553-9.7% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 13.56% | 331.95%-318.4pp | 263.71%-250.1pp | 478.89%-465.3pp |
| Employer contribution / active EE | $2,603 | $5,299-50.9% | $4,831-46.1% | $4,840-46.2% |
| Participant deferral / active EE | $10,370 | $7,752+33.8% | $7,354+41.0% | $6,343+63.5% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |