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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,711 | $138,102+19.3% | $125,381+31.4% | $134,532+22.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.66% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-431.9pp |
| Employer contribution / active EE | $4,438 | $5,245-15.4% | $4,815-7.8% | $4,741-6.4% |
| Participant deferral / active EE | $9,673 | $7,801+24.0% | $7,448+29.9% | $6,401+51.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |