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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,455 | $166,131-13.0% | $164,975-12.4% | $145,877-1.0% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 18.37% | 100.37%-82.0pp | 70.12%-51.8pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,278 | $5,276-56.8% | $4,343-47.6% | $4,663-51.2% |
| Participant deferral / active EE | $3,968 | $6,962-43.0% | $6,033-34.2% | $6,691-40.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |