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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,732 | $180,462+0.1% | $154,111+17.3% | $135,379+33.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.88% | 888.17%-894.1pp | 735.18%-741.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $3,255 | $6,036-46.1% | $5,298-38.6% | $4,779-31.9% |
| Participant deferral / active EE | $8,978 | $5,806+54.6% | $5,081+76.7% | $5,609+60.1% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |