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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,386 | $160,040-0.4% | $147,096+8.4% | $145,877+9.3% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 11.30% | 98.49%-87.2pp | 419.75%-408.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,480 | $5,289-53.1% | $4,936-49.8% | $4,663-46.8% |
| Participant deferral / active EE | $5,468 | $8,429-35.1% | $8,071-32.2% | $6,691-18.3% |
| Admin fee / account holder | $227 | $15,050-98.5% | $13,005-98.3% | $13,402-98.3% |