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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,162 | $135,639+23.2% | $110,241+51.6% | $135,382+23.5% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -6.71% | 513.21%-519.9pp | 314.75%-321.5pp | 519.77%-526.5pp |
| Employer contribution / active EE | $3,813 | $4,907-22.3% | $3,827-0.4% | $4,779-20.2% |
| Participant deferral / active EE | $8,346 | $5,507+51.6% | $4,672+78.6% | $5,609+48.8% |
| Admin fee / account holder | $176 | $11,457-98.5% | $8,548-97.9% | $10,829-98.4% |