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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,034 | $180,459+9.2% | $154,108+27.9% | $135,380+45.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.86% | 888.21%-891.1pp | 735.21%-738.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $3,379 | $6,035-44.0% | $5,298-36.2% | $4,779-29.3% |
| Participant deferral / active EE | $12,519 | $5,806+115.6% | $5,081+146.4% | $5,609+123.2% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |