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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,047 | $160,059+25.0% | $140,019+42.9% | $135,380+47.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -8.27% | 911.48%-919.7pp | 651.17%-659.4pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,974 | $6,420-53.7% | $5,605-46.9% | $4,779-37.8% |
| Participant deferral / active EE | $14,228 | $7,641+86.2% | $6,927+105.4% | $5,609+153.7% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |