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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,504 | $138,114+49.5% | $125,391+64.7% | $134,545+53.5% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -17.09% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,373 | $5,246-35.7% | $4,816-30.0% | $4,742-28.9% |
| Participant deferral / active EE | $8,811 | $7,801+13.0% | $7,448+18.3% | $6,401+37.6% |
| Admin fee / account holder | $191 | $11,570-98.4% | $10,009-98.1% | $11,431-98.3% |