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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,186 | $138,075+3.0% | $123,552+15.1% | $135,379+5.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.98% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $2,625 | $5,152-49.0% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $10,165 | $6,800+49.5% | $6,426+58.2% | $5,609+81.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |