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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,163 | $168,636-33.5% | $147,618-24.0% | $125,388-10.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.12% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $7,376 | $6,252+18.0% | $5,565+32.6% | $4,866+51.6% |
| Participant deferral / active EE | $9,722 | $5,507+76.5% | $4,895+98.6% | $5,352+81.7% |
| Admin fee / account holder | $54 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |