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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,960 | $183,592-21.6% | $155,574-7.5% | $145,877-1.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.33% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-534.0pp |
| Employer contribution / active EE | $6,213 | $5,317+16.9% | $4,676+32.9% | $4,663+33.2% |
| Participant deferral / active EE | $4,857 | $6,466-24.9% | $5,629-13.7% | $6,691-27.4% |
| Admin fee / account holder | $40 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |