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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,696 | $168,636-21.3% | $147,618-10.1% | $125,388+5.8% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -0.59% | 77.65%-78.2pp | 61.98%-62.6pp | 282.24%-282.8pp |
| Employer contribution / active EE | $6,447 | $6,252+3.1% | $5,565+15.9% | $4,866+32.5% |
| Participant deferral / active EE | $5,712 | $5,507+3.7% | $4,895+16.7% | $5,352+6.7% |
| Admin fee / account holder | $299 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |