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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,594 | $138,068+9.8% | $125,358+20.9% | $134,493+12.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.14% | 750.30%-764.4pp | 572.03%-586.2pp | 418.01%-432.2pp |
| Employer contribution / active EE | $15,821 | $5,244+201.7% | $4,814+228.6% | $4,740+233.8% |
| Participant deferral / active EE | $16,241 | $7,799+108.2% | $7,447+118.1% | $6,400+153.8% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |