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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,503 | $160,070-11.6% | $147,117-3.8% | $145,897-3.0% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.29% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,706 | $5,285-11.0% | $4,932-4.6% | $4,663+0.9% |
| Participant deferral / active EE | $15,096 | $8,419+79.3% | $8,065+87.2% | $6,689+125.7% |
| Admin fee / account holder | $4 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |