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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,183 | $138,076+16.7% | $123,553+30.5% | $135,380+19.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.84% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $2,085 | $5,152-59.5% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $9,230 | $6,800+35.7% | $6,426+43.6% | $5,609+64.6% |
| Admin fee / account holder | $53 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |