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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,903 | $166,020-12.7% | $164,866-12.1% | $145,959-0.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.26% | 100.08%-84.8pp | 69.97%-54.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $6,882 | $5,275+30.5% | $4,343+58.5% | $4,661+47.7% |
| Participant deferral / active EE | $19,470 | $6,961+179.7% | $6,033+222.7% | $6,689+191.1% |
| Admin fee / account holder | $3 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |