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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,159 | $190,916+12.2% | $160,037+33.8% | $134,545+59.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.98% | 552.79%-569.8pp | 408.95%-425.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $6,963 | $4,996+39.4% | $4,226+64.8% | $4,742+46.9% |
| Participant deferral / active EE | $16,562 | $6,925+139.2% | $6,184+167.8% | $6,401+158.7% |
| Admin fee / account holder | $197 | $10,497-98.1% | $8,716-97.7% | $11,431-98.3% |