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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,594 | $138,114+9.8% | $125,391+20.9% | $134,545+12.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.14% | 750.88%-765.0pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $15,821 | $5,246+201.6% | $4,816+228.5% | $4,742+233.7% |
| Participant deferral / active EE | $16,241 | $7,801+108.2% | $7,448+118.1% | $6,401+153.7% |
| Admin fee / account holder | $3 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |