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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,563 | $138,076+21.4% | $123,553+35.6% | $135,380+23.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.58% | 153.70%-162.3pp | 119.21%-127.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $4,408 | $5,152-14.4% | $4,628-4.8% | $4,779-7.8% |
| Participant deferral / active EE | $18,500 | $6,800+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |