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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,563 | $160,059+37.8% | $140,019+57.5% | $135,379+62.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -7.10% | 911.44%-918.5pp | 651.15%-658.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $2,716 | $6,420-57.7% | $5,605-51.5% | $4,779-43.2% |
| Participant deferral / active EE | $9,821 | $7,641+28.5% | $6,927+41.8% | $5,609+75.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |