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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,903 | $166,131-12.8% | $164,975-12.2% | $145,877-0.7% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 15.26% | 100.37%-85.1pp | 70.12%-54.9pp | 551.28%-536.0pp |
| Employer contribution / active EE | $6,882 | $5,276+30.5% | $4,343+58.5% | $4,663+47.6% |
| Participant deferral / active EE | $19,470 | $6,962+179.7% | $6,033+222.7% | $6,691+191.0% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |