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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,438 | $138,078+50.2% | $125,363+65.5% | $134,509+54.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -13.68% | 750.49%-764.2pp | 572.15%-585.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $2,879 | $5,245-45.1% | $4,815-40.2% | $4,741-39.3% |
| Participant deferral / active EE | $10,109 | $7,800+29.6% | $7,447+35.7% | $6,400+57.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |