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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,030 | $183,539-38.4% | $155,556-27.3% | $145,897-22.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 26.86% | 61.31%-34.4pp | 64.84%-38.0pp | 552.29%-525.4pp |
| Employer contribution / active EE | $2,018 | $5,315-62.0% | $4,675-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $6,360 | $6,467-1.7% | $5,631+12.9% | $6,689-4.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |