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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,016 | $138,102+15.1% | $125,381+26.8% | $134,532+18.2% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -19.72% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $12,172 | $5,245+132.1% | $4,815+152.8% | $4,741+156.7% |
| Participant deferral / active EE | $15,167 | $7,801+94.4% | $7,448+103.6% | $6,401+136.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |