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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,383 | $160,059+16.4% | $140,019+33.1% | $135,379+37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.85% | 911.44%-920.3pp | 651.15%-660.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,953 | $6,420-54.0% | $5,605-47.3% | $4,779-38.2% |
| Participant deferral / active EE | $12,209 | $7,641+59.8% | $6,927+76.3% | $5,609+117.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |