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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,342 | $127,387+78.5% | $115,038+97.6% | $125,389+81.3% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -2.72% | 31.28%-34.0pp | 26.14%-28.9pp | 282.24%-285.0pp |
| Employer contribution / active EE | $2,179 | $5,166-57.8% | $4,608-52.7% | $4,866-55.2% |
| Participant deferral / active EE | $6,800 | $6,423+5.9% | $6,026+12.8% | $5,352+27.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |