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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,425 | $160,028-7.3% | $147,080+0.9% | $145,884+1.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 11.97% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $7,636 | $5,286+44.5% | $4,933+54.8% | $4,662+63.8% |
| Participant deferral / active EE | $8,621 | $8,422+2.4% | $8,066+6.9% | $6,690+28.9% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |