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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,777 | $138,114+31.6% | $125,391+45.0% | $134,545+35.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.34% | 750.88%-767.2pp | 572.41%-588.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $2,411 | $5,246-54.0% | $4,816-49.9% | $4,742-49.1% |
| Participant deferral / active EE | $12,239 | $7,801+56.9% | $7,448+64.3% | $6,401+91.2% |
| Admin fee / account holder | $136 | $11,570-98.8% | $10,009-98.6% | $11,431-98.8% |