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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,191 | $197,819-22.1% | $155,789-1.0% | $125,388+23.0% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -2.04% | 86.73%-88.8pp | 71.54%-73.6pp | 282.24%-284.3pp |
| Employer contribution / active EE | $12,705 | $4,850+161.9% | $3,839+231.0% | $4,866+161.1% |
| Participant deferral / active EE | $6,015 | $5,631+6.8% | $4,798+25.4% | $5,352+12.4% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |