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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,834 | $138,102+65.7% | $125,381+82.5% | $134,532+70.1% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -18.36% | 750.73%-769.1pp | 572.31%-590.7pp | 418.27%-436.6pp |
| Employer contribution / active EE | $5,495 | $5,245+4.8% | $4,815+14.1% | $4,741+15.9% |
| Participant deferral / active EE | $11,195 | $7,801+43.5% | $7,448+50.3% | $6,401+74.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |