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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,003 | $160,059+6.2% | $140,019+21.4% | $135,380+25.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -7.18% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,709 | $6,420-73.4% | $5,605-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $7,078 | $7,641-7.4% | $6,927+2.2% | $5,609+26.2% |
| Admin fee / account holder | $13 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |