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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,359 | $160,028-10.4% | $147,080-2.5% | $145,884-1.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.73% | 98.60%-83.9pp | 420.17%-405.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,416 | $5,286-73.2% | $4,933-71.3% | $4,662-69.6% |
| Participant deferral / active EE | $11,914 | $8,422+41.5% | $8,066+47.7% | $6,690+78.1% |
| Admin fee / account holder | $152 | $15,030-99.0% | $12,989-98.8% | $13,392-98.9% |