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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,894 | $138,078+65.0% | $125,363+81.8% | $134,509+69.4% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -11.37% | 750.49%-761.9pp | 572.15%-583.5pp | 418.13%-429.5pp |
| Employer contribution / active EE | $3,494 | $5,245-33.4% | $4,815-27.4% | $4,741-26.3% |
| Participant deferral / active EE | $12,410 | $7,800+59.1% | $7,447+66.6% | $6,400+93.9% |
| Admin fee / account holder | $130 | $11,566-98.9% | $10,005-98.7% | $11,427-98.9% |