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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,869 | $180,459+16.3% | $154,108+36.2% | $135,380+55.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.70% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,507 | $6,035-75.0% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $8,996 | $5,806+54.9% | $5,081+77.1% | $5,609+60.4% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |