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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,669 | $157,304-6.1% | $141,197+4.6% | $152,909-3.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 19.66% | 64.34%-44.7pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $3,441 | $5,263-34.6% | $4,736-27.3% | $4,764-27.8% |
| Participant deferral / active EE | $4,734 | $7,111-33.4% | $6,710-29.4% | $5,851-19.1% |
| Admin fee / account holder | $36 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |