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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,249 | $138,114+15.3% | $125,391+27.0% | $134,545+18.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.48% | 750.88%-759.4pp | 572.41%-580.9pp | 418.37%-426.8pp |
| Employer contribution / active EE | $2,196 | $5,246-58.1% | $4,816-54.4% | $4,742-53.7% |
| Participant deferral / active EE | $19,396 | $7,801+148.6% | $7,448+160.4% | $6,401+203.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |