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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,247 | $159,934-17.3% | $147,005-10.0% | $145,959-9.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.32% | 98.24%-84.9pp | 418.76%-405.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $3,510 | $5,287-33.6% | $4,934-28.9% | $4,661-24.7% |
| Participant deferral / active EE | $15,641 | $8,427+85.6% | $8,070+93.8% | $6,689+133.8% |
| Admin fee / account holder | $177 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |