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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,216 | $180,459+17.0% | $154,108+37.1% | $135,380+56.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.35% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $7,686 | $6,035+27.4% | $5,298+45.1% | $4,779+60.8% |
| Participant deferral / active EE | $4,863 | $5,806-16.2% | $5,081-4.3% | $5,609-13.3% |
| Admin fee / account holder | -$40 | $16,145-100.2% | $13,411-100.3% | $10,828-100.4% |