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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,447 | $168,636-42.2% | $147,618-34.0% | $125,388-22.3% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -2.22% | 77.65%-79.9pp | 61.98%-64.2pp | 282.24%-284.5pp |
| Employer contribution / active EE | $13,278 | $6,252+112.4% | $5,565+138.6% | $4,866+172.9% |
| Participant deferral / active EE | $18,238 | $5,507+231.2% | $4,895+272.5% | $5,352+240.8% |
| Admin fee / account holder | $130 | $13,580-99.0% | $11,612-98.9% | $9,541-98.6% |