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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,901 | $138,102+14.3% | $125,381+25.9% | $134,532+17.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.77% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $5,803 | $5,245+10.6% | $4,815+20.5% | $4,741+22.4% |
| Participant deferral / active EE | $5,091 | $7,801-34.7% | $7,448-31.6% | $6,401-20.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |