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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,646 | $138,114+5.5% | $125,391+16.2% | $134,545+8.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.47% | 750.88%-771.4pp | 572.41%-592.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,468 | $5,246-52.9% | $4,816-48.7% | $4,742-47.9% |
| Participant deferral / active EE | $10,255 | $7,801+31.5% | $7,448+37.7% | $6,401+60.2% |
| Admin fee / account holder | $9 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |