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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,004 | $157,304-6.5% | $141,197+4.1% | $152,909-3.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 20.11% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,881 | $5,263-64.3% | $4,736-60.3% | $4,764-60.5% |
| Participant deferral / active EE | $3,700 | $7,111-48.0% | $6,710-44.9% | $5,851-36.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |