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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,972 | $159,978-3.8% | $147,041+4.7% | $145,978+5.5% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 12.01% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $1,452 | $5,288-72.6% | $4,935-70.6% | $4,662-68.9% |
| Participant deferral / active EE | $8,806 | $8,429+4.5% | $8,071+9.1% | $6,690+31.6% |
| Admin fee / account holder | $232 | $15,053-98.5% | $13,006-98.2% | $13,400-98.3% |