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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,073 | $110,093+36.3% | $97,295+54.2% | $145,897+2.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | 14.61% | 244.76%-230.1pp | 75.62%-61.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,746 | $3,077-10.8% | $2,723+0.8% | $4,663-41.1% |
| Participant deferral / active EE | $10,663 | $4,678+127.9% | $4,264+150.1% | $6,689+59.4% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |