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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,384 | $157,304+0.1% | $141,197+11.5% | $152,909+2.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.32% | 64.34%-48.0pp | 71.41%-55.1pp | 345.46%-329.1pp |
| Employer contribution / active EE | $2,944 | $5,263-44.1% | $4,736-37.8% | $4,764-38.2% |
| Participant deferral / active EE | $10,000 | $7,111+40.6% | $6,710+49.0% | $5,851+70.9% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |