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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,924 | $180,459+11.9% | $154,108+31.0% | $135,380+49.2% |
| Participation rate | 81.8% | 87.4%-5.6pp | 83.0%-1.2pp | 82.6%-0.8pp |
| Annual return | -8.07% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $8,182 | $6,035+35.6% | $5,298+54.4% | $4,779+71.2% |
| Participant deferral / active EE | $7,795 | $5,806+34.2% | $5,081+53.4% | $5,609+39.0% |
| Admin fee / account holder | $133 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |