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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,518 | $185,312-12.3% | $161,489+0.6% | $154,746+5.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.79% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,204 | $4,769-53.8% | $4,268-48.4% | $4,379-49.7% |
| Participant deferral / active EE | $9,640 | $6,350+51.8% | $5,630+71.2% | $6,730+43.2% |
| Admin fee / account holder | $12 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |