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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,342 | $138,078+41.5% | $125,363+55.8% | $134,509+45.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.17% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,738 | $5,245-47.8% | $4,815-43.1% | $4,741-42.3% |
| Participant deferral / active EE | $9,971 | $7,800+27.8% | $7,447+33.9% | $6,400+55.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |