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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,025 | $138,075+34.0% | $123,552+49.8% | $135,379+36.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -8.65% | 153.70%-162.3pp | 119.20%-127.9pp | 519.79%-528.4pp |
| Employer contribution / active EE | $5,136 | $5,152-0.3% | $4,628+11.0% | $4,779+7.5% |
| Participant deferral / active EE | $8,497 | $6,800+25.0% | $6,426+32.2% | $5,609+51.5% |
| Admin fee / account holder | $94 | $10,917-99.1% | $9,285-99.0% | $10,828-99.1% |