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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,385 | $160,070-2.3% | $147,117+6.3% | $145,897+7.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 11.82% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,939 | $5,285-63.3% | $4,932-60.7% | $4,663-58.4% |
| Participant deferral / active EE | $5,928 | $8,419-29.6% | $8,065-26.5% | $6,689-11.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |