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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,915 | $138,078+23.1% | $125,363+35.5% | $134,509+26.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.66% | 750.49%-765.1pp | 572.15%-586.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $2,335 | $5,245-55.5% | $4,815-51.5% | $4,741-50.7% |
| Participant deferral / active EE | $3,128 | $7,800-59.9% | $7,447-58.0% | $6,400-51.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |