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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,053 | $160,040-6.2% | $147,096+2.0% | $145,877+2.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 13.12% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,979 | $5,289-43.7% | $4,936-39.6% | $4,663-36.1% |
| Participant deferral / active EE | $9,907 | $8,429+17.5% | $8,071+22.7% | $6,691+48.1% |
| Admin fee / account holder | $25 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |