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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,317 | $166,268-9.0% | $165,100-8.3% | $145,897+3.7% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 14.01% | 100.52%-86.5pp | 70.21%-56.2pp | 552.29%-538.3pp |
| Employer contribution / active EE | $3,214 | $5,284-39.2% | $4,348-26.1% | $4,663-31.1% |
| Participant deferral / active EE | $6,530 | $6,964-6.2% | $6,035+8.2% | $6,689-2.4% |
| Admin fee / account holder | $270 | $16,659-98.4% | $12,696-97.9% | $13,390-98.0% |