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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,489 | $150,412-22.6% | $120,574-3.4% | $145,884-20.1% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 14.80% | 154.50%-139.7pp | 107.42%-92.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $4,468 | $4,355+2.6% | $3,471+28.7% | $4,662-4.2% |
| Participant deferral / active EE | $4,460 | $6,175-27.8% | $4,996-10.7% | $6,690-33.3% |
| Admin fee / account holder | $60 | $12,224-99.5% | $9,445-99.4% | $13,392-99.6% |