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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,652 | $159,934-10.2% | $147,005-2.3% | $145,959-1.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.38% | 98.24%-87.9pp | 418.76%-408.4pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,883 | $5,287-64.4% | $4,934-61.8% | $4,661-59.6% |
| Participant deferral / active EE | $5,560 | $8,427-34.0% | $8,070-31.1% | $6,689-16.9% |
| Admin fee / account holder | $161 | $15,053-98.9% | $13,006-98.8% | $13,398-98.8% |