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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,648 | $138,102+48.2% | $125,381+63.2% | $134,532+52.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.60% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,201 | $7,801+69.2% | $7,448+77.2% | $6,401+106.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |