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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,131 | $138,102+42.0% | $125,381+56.4% | $134,532+45.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.86% | 750.73%-764.6pp | 572.31%-586.2pp | 418.27%-432.1pp |
| Employer contribution / active EE | $5,064 | $5,245-3.5% | $4,815+5.2% | $4,741+6.8% |
| Participant deferral / active EE | $10,137 | $7,801+30.0% | $7,448+36.1% | $6,401+58.4% |
| Admin fee / account holder | $118 | $11,568-99.0% | $10,007-98.8% | $11,429-99.0% |