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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,434 | $138,078+40.1% | $125,363+54.3% | $134,509+43.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.72% | 750.49%-759.2pp | 572.15%-580.9pp | 418.13%-426.9pp |
| Employer contribution / active EE | $8,482 | $5,245+61.7% | $4,815+76.2% | $4,741+78.9% |
| Participant deferral / active EE | $8,356 | $7,800+7.1% | $7,447+12.2% | $6,400+30.6% |
| Admin fee / account holder | $142 | $11,566-98.8% | $10,005-98.6% | $11,427-98.8% |