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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,783 | $138,114+7.7% | $125,391+18.7% | $134,545+10.6% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -14.46% | 750.88%-765.3pp | 572.41%-586.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $15,167 | $5,246+189.1% | $4,816+215.0% | $4,742+219.9% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $104 | $11,570-99.1% | $10,009-99.0% | $11,431-99.1% |