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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,656 | $135,645+12.5% | $110,243+38.5% | $135,380+12.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.86% | 513.24%-517.1pp | 314.76%-318.6pp | 519.81%-523.7pp |
| Employer contribution / active EE | $5,626 | $4,907+14.7% | $3,827+47.0% | $4,779+17.7% |
| Participant deferral / active EE | $2,382 | $5,507-56.7% | $4,672-49.0% | $5,609-57.5% |
| Admin fee / account holder | $12 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |