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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,152 | $166,242-17.5% | $165,071-16.9% | $145,884-6.0% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 13.75% | 100.44%-86.7pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $4,292 | $5,283-18.8% | $4,347-1.3% | $4,662-7.9% |
| Participant deferral / active EE | $4,869 | $6,964-30.1% | $6,035-19.3% | $6,690-27.2% |
| Admin fee / account holder | $30 | $16,658-99.8% | $12,695-99.8% | $13,392-99.8% |