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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,952 | $138,078+40.5% | $125,363+54.7% | $134,509+44.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -8.68% | 750.49%-759.2pp | 572.15%-580.8pp | 418.13%-426.8pp |
| Employer contribution / active EE | $3,806 | $5,245-27.4% | $4,815-21.0% | $4,741-19.7% |
| Participant deferral / active EE | $9,919 | $7,800+27.2% | $7,447+33.2% | $6,400+55.0% |
| Admin fee / account holder | $78 | $11,566-99.3% | $10,005-99.2% | $11,427-99.3% |