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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,350 | $138,076+63.2% | $123,553+82.4% | $135,380+66.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $4,576 | $5,152-11.2% | $4,628-1.1% | $4,779-4.2% |
| Participant deferral / active EE | $9,739 | $6,800+43.2% | $6,426+51.6% | $5,609+73.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |