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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,713 | $138,102+0.4% | $125,381+10.6% | $134,532+3.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.11% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $4,722 | $5,245-10.0% | $4,815-1.9% | $4,741-0.4% |
| Participant deferral / active EE | $5,014 | $7,801-35.7% | $7,448-32.7% | $6,401-21.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |