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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,460 | $138,078+8.2% | $125,363+19.2% | $134,509+11.1% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.01% | 750.49%-770.5pp | 572.15%-592.2pp | 418.13%-438.1pp |
| Employer contribution / active EE | $11,878 | $5,245+126.5% | $4,815+146.7% | $4,741+150.6% |
| Participant deferral / active EE | $7,171 | $7,800-8.1% | $7,447-3.7% | $6,400+12.0% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |