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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,455 | $138,102+25.6% | $125,381+38.3% | $134,532+28.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.13% | 750.73%-760.9pp | 572.31%-582.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $3,583 | $5,245-31.7% | $4,815-25.6% | $4,741-24.4% |
| Participant deferral / active EE | $4,835 | $7,801-38.0% | $7,448-35.1% | $6,401-24.5% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-99.9% | $11,429-100.0% |