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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,260 | $138,114+27.6% | $125,391+40.6% | $134,545+31.0% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -20.11% | 750.88%-771.0pp | 572.41%-592.5pp | 418.37%-438.5pp |
| Employer contribution / active EE | $12,812 | $5,246+144.2% | $4,816+166.1% | $4,742+170.2% |
| Participant deferral / active EE | $12,084 | $7,801+54.9% | $7,448+62.2% | $6,401+88.8% |
| Admin fee / account holder | $38 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |