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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,647 | $138,114+4.7% | $125,391+15.4% | $134,545+7.5% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -19.41% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $3,156 | $5,246-39.8% | $4,816-34.5% | $4,742-33.4% |
| Participant deferral / active EE | $4,831 | $7,801-38.1% | $7,448-35.1% | $6,401-24.5% |
| Admin fee / account holder | $7 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |