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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,243 | $168,636-9.1% | $147,617+3.8% | $125,393+22.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.34% | 77.65%-80.0pp | 61.98%-64.3pp | 282.23%-284.6pp |
| Employer contribution / active EE | $6,584 | $6,252+5.3% | $5,565+18.3% | $4,866+35.3% |
| Participant deferral / active EE | $14,000 | $5,507+154.2% | $4,895+186.0% | $5,351+161.6% |
| Admin fee / account holder | $189 | $13,580-98.6% | $11,611-98.4% | $9,541-98.0% |