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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,452 | $138,078+47.3% | $125,363+62.3% | $134,509+51.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.27% | 750.49%-761.8pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $3,004 | $5,245-42.7% | $4,815-37.6% | $4,741-36.6% |
| Participant deferral / active EE | $9,692 | $7,800+24.3% | $7,447+30.1% | $6,400+51.4% |
| Admin fee / account holder | $2 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |