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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,386 | $159,934-0.3% | $147,005+8.4% | $145,959+9.2% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 11.30% | 98.24%-86.9pp | 418.76%-407.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $2,480 | $5,287-53.1% | $4,934-49.7% | $4,661-46.8% |
| Participant deferral / active EE | $5,468 | $8,427-35.1% | $8,070-32.2% | $6,689-18.2% |
| Admin fee / account holder | $227 | $15,053-98.5% | $13,006-98.3% | $13,398-98.3% |