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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,702 | $97,729+51.1% | $83,830+76.2% | $135,379+9.1% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -5.02% | 1287.52%-1292.5pp | 850.97%-856.0pp | 519.79%-524.8pp |
| Employer contribution / active EE | $6,520 | $4,222+54.4% | $3,631+79.6% | $4,779+36.4% |
| Participant deferral / active EE | $10,231 | $4,683+118.5% | $4,082+150.6% | $5,609+82.4% |
| Admin fee / account holder | $23 | $6,674-99.7% | $5,479-99.6% | $10,828-99.8% |