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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,740 | $168,635-24.8% | $147,617-14.1% | $125,389+1.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.09% | 77.65%-77.7pp | 61.98%-62.1pp | 282.24%-282.3pp |
| Employer contribution / active EE | $10,487 | $6,252+67.7% | $5,564+88.5% | $4,866+115.5% |
| Participant deferral / active EE | $6,218 | $5,507+12.9% | $4,895+27.0% | $5,352+16.2% |
| Admin fee / account holder | $296 | $13,580-97.8% | $11,612-97.5% | $9,541-96.9% |