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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,818 | $138,114+4.9% | $125,391+15.5% | $134,545+7.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $1,360 | $5,246-74.1% | $4,816-71.8% | $4,742-71.3% |
| Participant deferral / active EE | $13,821 | $7,801+77.2% | $7,448+85.6% | $6,401+115.9% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |