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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,417 | $138,078+56.0% | $125,363+71.8% | $134,509+60.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.33% | 750.49%-763.8pp | 572.15%-585.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $1,820 | $5,245-65.3% | $4,815-62.2% | $4,741-61.6% |
| Participant deferral / active EE | $6,000 | $7,800-23.1% | $7,447-19.4% | $6,400-6.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |