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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,959 | $168,635-33.0% | $147,617-23.5% | $125,389-9.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.94% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,359 | $6,252+1.7% | $5,564+14.3% | $4,866+30.7% |
| Participant deferral / active EE | $7,520 | $5,507+36.6% | $4,895+53.6% | $5,352+40.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |