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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,559 | $138,102+9.0% | $125,381+20.1% | $134,532+11.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.11% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,669 | $5,245-30.0% | $4,815-23.8% | $4,741-22.6% |
| Participant deferral / active EE | $11,215 | $7,801+43.8% | $7,448+50.6% | $6,401+75.2% |
| Admin fee / account holder | $18 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |