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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,110 | $150,346-0.8% | $120,524+23.7% | $145,877+2.2% |
| Participation rate | 72.7% | 78.8%-6.1pp | 71.9%+0.8pp | 80.3%-7.6pp |
| Annual return | 19.77% | 154.40%-134.6pp | 107.36%-87.6pp | 551.28%-531.5pp |
| Employer contribution / active EE | $3,247 | $4,353-25.4% | $3,469-6.4% | $4,663-30.4% |
| Participant deferral / active EE | $6,062 | $6,172-1.8% | $4,994+21.4% | $6,691-9.4% |
| Admin fee / account holder | $9 | $12,215-99.9% | $9,440-99.9% | $13,402-99.9% |