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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,344 | $168,635-18.0% | $147,617-6.3% | $125,389+10.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.25% | 77.65%-77.9pp | 61.98%-62.2pp | 282.24%-282.5pp |
| Employer contribution / active EE | $5,929 | $6,252-5.2% | $5,564+6.5% | $4,866+21.8% |
| Participant deferral / active EE | $14,000 | $5,507+154.2% | $4,895+186.0% | $5,352+161.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |