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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,971 | $138,078+19.5% | $125,363+31.6% | $134,509+22.6% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -14.73% | 750.49%-765.2pp | 572.15%-586.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $33,537 | $5,245+539.4% | $4,815+596.6% | $4,741+607.5% |
| Participant deferral / active EE | $20,197 | $7,800+158.9% | $7,447+171.2% | $6,400+215.6% |
| Admin fee / account holder | $252 | $11,566-97.8% | $10,005-97.5% | $11,427-97.8% |