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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,277 | $183,539-24.7% | $155,556-11.1% | $145,897-5.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $9,275 | $5,315+74.5% | $4,675+98.4% | $4,663+98.9% |
| Participant deferral / active EE | $4,172 | $6,467-35.5% | $5,631-25.9% | $6,689-37.6% |
| Admin fee / account holder | $10 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |