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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,595 | $138,102+15.6% | $125,381+27.3% | $134,532+18.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.27% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $3,297 | $5,245-37.1% | $4,815-31.5% | $4,741-30.5% |
| Participant deferral / active EE | $8,859 | $7,801+13.6% | $7,448+19.0% | $6,401+38.4% |
| Admin fee / account holder | $44 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |