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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,833 | $138,078+19.4% | $125,363+31.5% | $134,509+22.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.93% | 750.49%-767.4pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $3,070 | $5,245-41.5% | $4,815-36.2% | $4,741-35.2% |
| Participant deferral / active EE | $15,737 | $7,800+101.8% | $7,447+111.3% | $6,400+145.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |