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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,063 | $160,059+15.6% | $140,019+32.2% | $135,380+36.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.58% | 911.48%-916.1pp | 651.17%-655.7pp | 519.81%-524.4pp |
| Employer contribution / active EE | $7,377 | $6,420+14.9% | $5,605+31.6% | $4,779+54.4% |
| Participant deferral / active EE | $5,833 | $7,641-23.7% | $6,927-15.8% | $5,609+4.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |