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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,972 | $160,028-3.8% | $147,080+4.7% | $145,884+5.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.01% | 98.60%-86.6pp | 420.17%-408.2pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,452 | $5,286-72.5% | $4,933-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $8,806 | $8,422+4.6% | $8,066+9.2% | $6,690+31.6% |
| Admin fee / account holder | $232 | $15,030-98.5% | $12,989-98.2% | $13,392-98.3% |