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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,646 | $180,462+5.6% | $154,111+23.7% | $135,379+40.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.40% | 888.17%-893.6pp | 735.18%-740.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $8,249 | $6,036+36.7% | $5,298+55.7% | $4,779+72.6% |
| Participant deferral / active EE | $5,504 | $5,806-5.2% | $5,081+8.3% | $5,609-1.9% |
| Admin fee / account holder | $82 | $16,145-99.5% | $13,411-99.4% | $10,828-99.2% |