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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,216 | $180,459-16.2% | $154,108-1.9% | $135,380+11.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.24% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $9,392 | $6,035+55.6% | $5,298+77.3% | $4,779+96.5% |
| Participant deferral / active EE | $4,982 | $5,806-14.2% | $5,081-1.9% | $5,609-11.2% |
| Admin fee / account holder | $242 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |