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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,661 | $133,998+4.2% | $112,263+24.4% | $134,545+3.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.40% | 47.17%-48.6pp | 27.49%-28.9pp | 418.37%-419.8pp |
| Employer contribution / active EE | $2,288 | $4,040-43.4% | $3,636-37.1% | $4,742-51.8% |
| Participant deferral / active EE | $11,975 | $5,292+126.3% | $4,729+153.2% | $6,401+87.1% |
| Admin fee / account holder | $157 | $7,493-97.9% | $6,410-97.5% | $11,431-98.6% |