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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,247 | $160,070-17.4% | $147,117-10.1% | $145,897-9.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 13.32% | 98.69%-85.4pp | 420.54%-407.2pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,510 | $5,285-33.6% | $4,932-28.8% | $4,663-24.7% |
| Participant deferral / active EE | $15,641 | $8,419+85.8% | $8,065+93.9% | $6,689+133.8% |
| Admin fee / account holder | $177 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |