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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,570 | $138,102+31.5% | $125,381+44.8% | $134,532+35.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.16% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.4pp |
| Employer contribution / active EE | $1,504 | $5,245-71.3% | $4,815-68.8% | $4,741-68.3% |
| Participant deferral / active EE | $15,171 | $7,801+94.5% | $7,448+103.7% | $6,401+137.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |