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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,942 | $154,159-5.3% | $130,026+12.2% | $139,456+4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 32.50%-17.9pp | -137.26%+151.9pp | 373.45%-358.8pp |
| Employer contribution / active EE | $3,388 | $5,292-36.0% | $4,321-21.6% | $4,753-28.7% |
| Participant deferral / active EE | $8,252 | $6,710+23.0% | $5,821+41.8% | $6,711+23.0% |
| Admin fee / account holder | $222 | $14,001-98.4% | $10,608-97.9% | $11,407-98.1% |