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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,652 | $160,070-10.3% | $147,117-2.4% | $145,897-1.5% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 10.38% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,883 | $5,285-64.4% | $4,932-61.8% | $4,663-59.6% |
| Participant deferral / active EE | $5,560 | $8,419-34.0% | $8,065-31.1% | $6,689-16.9% |
| Admin fee / account holder | $161 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |