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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,359 | $159,978-10.4% | $147,041-2.5% | $145,978-1.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.73% | 98.36%-83.6pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,416 | $5,288-73.2% | $4,935-71.3% | $4,662-69.6% |
| Participant deferral / active EE | $11,914 | $8,429+41.3% | $8,071+47.6% | $6,690+78.1% |
| Admin fee / account holder | $152 | $15,053-99.0% | $13,006-98.8% | $13,400-98.9% |