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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,152 | $166,131-17.4% | $164,975-16.9% | $145,877-6.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 13.75% | 100.37%-86.6pp | 70.12%-56.4pp | 551.28%-537.5pp |
| Employer contribution / active EE | $4,292 | $5,276-18.6% | $4,343-1.2% | $4,663-8.0% |
| Participant deferral / active EE | $4,869 | $6,962-30.1% | $6,033-19.3% | $6,691-27.2% |
| Admin fee / account holder | $30 | $16,648-99.8% | $12,688-99.8% | $13,402-99.8% |