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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,960 | $183,539-21.6% | $155,556-7.5% | $145,897-1.3% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 17.33% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $6,213 | $5,315+16.9% | $4,675+32.9% | $4,663+33.2% |
| Participant deferral / active EE | $4,857 | $6,467-24.9% | $5,631-13.7% | $6,689-27.4% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |