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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,640 | $138,114+12.0% | $125,391+23.3% | $134,545+14.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.43% | 750.88%-768.3pp | 572.41%-589.8pp | 418.37%-435.8pp |
| Employer contribution / active EE | $10,023 | $5,246+91.1% | $4,816+108.1% | $4,742+111.4% |
| Participant deferral / active EE | $5,014 | $7,801-35.7% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $53 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |