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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,459 | $168,635+7.0% | $147,617+22.2% | $125,389+43.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.38% | 77.65%-80.0pp | 61.98%-64.4pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,472 | $6,252-44.5% | $5,564-37.6% | $4,866-28.6% |
| Participant deferral / active EE | $7,291 | $5,507+32.4% | $4,895+48.9% | $5,352+36.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |