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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,196 | $160,028-13.0% | $147,080-5.4% | $145,884-4.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.30% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $3,427 | $5,286-35.2% | $4,933-30.5% | $4,662-26.5% |
| Participant deferral / active EE | $8,198 | $8,422-2.7% | $8,066+1.6% | $6,690+22.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |