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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,257 | $166,131-9.6% | $164,975-8.9% | $145,877+3.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.18% | 100.37%-76.2pp | 70.12%-45.9pp | 551.28%-527.1pp |
| Employer contribution / active EE | $5,282 | $5,276+0.1% | $4,343+21.6% | $4,663+13.3% |
| Participant deferral / active EE | $12,251 | $6,962+76.0% | $6,033+103.0% | $6,691+83.1% |
| Admin fee / account holder | $112 | $16,648-99.3% | $12,688-99.1% | $13,402-99.2% |