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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,612 | $138,102+44.5% | $125,381+59.2% | $134,532+48.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.18% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.5pp |
| Employer contribution / active EE | $4,593 | $5,245-12.4% | $4,815-4.6% | $4,741-3.1% |
| Participant deferral / active EE | $12,808 | $7,801+64.2% | $7,448+72.0% | $6,401+100.1% |
| Admin fee / account holder | $4 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |