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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,512 | $138,102+32.2% | $125,381+45.6% | $134,532+35.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.22% | 750.73%-764.9pp | 572.31%-586.5pp | 418.27%-432.5pp |
| Employer contribution / active EE | $4,947 | $5,245-5.7% | $4,815+2.7% | $4,741+4.3% |
| Participant deferral / active EE | $13,197 | $7,801+69.2% | $7,448+77.2% | $6,401+106.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |