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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,193 | $138,102+13.8% | $125,381+25.4% | $134,532+16.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.54% | 750.73%-768.3pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $7,027 | $5,245+34.0% | $4,815+45.9% | $4,741+48.2% |
| Participant deferral / active EE | $10,086 | $7,801+29.3% | $7,448+35.4% | $6,401+57.6% |
| Admin fee / account holder | $110 | $11,568-99.1% | $10,007-98.9% | $11,429-99.0% |