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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,948 | $168,636-8.7% | $147,618+4.3% | $125,388+22.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.93% | 77.65%-79.6pp | 61.98%-63.9pp | 282.24%-284.2pp |
| Employer contribution / active EE | $5,291 | $6,252-15.4% | $5,565-4.9% | $4,866+8.7% |
| Participant deferral / active EE | $3,600 | $5,507-34.6% | $4,895-26.5% | $5,352-32.7% |
| Admin fee / account holder | $16 | $13,580-99.9% | $11,612-99.9% | $9,541-99.8% |