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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,127 | $138,114+9.4% | $125,391+20.5% | $134,545+12.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.64% | 750.88%-762.5pp | 572.41%-584.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,042 | $5,246-80.1% | $4,816-78.4% | $4,742-78.0% |
| Participant deferral / active EE | $6,927 | $7,801-11.2% | $7,448-7.0% | $6,401+8.2% |
| Admin fee / account holder | $153 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |