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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,850 | $138,114+12.1% | $125,391+23.5% | $134,545+15.1% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -15.77% | 750.88%-766.7pp | 572.41%-588.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $9,426 | $5,246+79.7% | $4,816+95.7% | $4,742+98.8% |
| Participant deferral / active EE | $5,886 | $7,801-24.5% | $7,448-21.0% | $6,401-8.0% |
| Admin fee / account holder | $21 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |