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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,510 | $190,862+7.2% | $159,991+27.8% | $134,509+52.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.37% | 552.59%-570.0pp | 408.82%-426.2pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,649 | $4,995-47.0% | $4,225-37.3% | $4,741-44.1% |
| Participant deferral / active EE | $5,005 | $6,924-27.7% | $6,183-19.0% | $6,400-21.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |