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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,809 | $160,028-8.3% | $147,080-0.2% | $145,884+0.6% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 28.33% | 98.60%-70.3pp | 420.17%-391.8pp | 551.85%-523.5pp |
| Employer contribution / active EE | $3,102 | $5,286-41.3% | $4,933-37.1% | $4,662-33.5% |
| Participant deferral / active EE | $8,885 | $8,422+5.5% | $8,066+10.2% | $6,690+32.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |