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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,946 | $157,276-9.7% | $141,177+0.5% | $152,885-7.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.61% | 64.33%-42.7pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $2,578 | $5,262-51.0% | $4,736-45.6% | $4,763-45.9% |
| Participant deferral / active EE | $8,742 | $7,110+22.9% | $6,710+30.3% | $5,851+49.4% |
| Admin fee / account holder | $73 | $12,123-99.4% | $10,263-99.3% | $11,598-99.4% |