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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,152 | $166,268-17.5% | $165,100-16.9% | $145,897-6.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 13.75% | 100.52%-86.8pp | 70.21%-56.5pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,292 | $5,284-18.8% | $4,348-1.3% | $4,663-8.0% |
| Participant deferral / active EE | $4,869 | $6,964-30.1% | $6,035-19.3% | $6,689-27.2% |
| Admin fee / account holder | $30 | $16,659-99.8% | $12,696-99.8% | $13,390-99.8% |