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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,923 | $138,070+14.4% | $123,549+27.8% | $135,377+16.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.45% | 153.69%-158.1pp | 119.20%-123.7pp | 519.75%-524.2pp |
| Employer contribution / active EE | $10,614 | $5,152+106.0% | $4,628+129.3% | $4,779+122.1% |
| Participant deferral / active EE | $8,842 | $6,799+30.0% | $6,426+37.6% | $5,609+57.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,828-100.0% |