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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,236 | $138,075+66.0% | $123,552+85.5% | $135,379+69.3% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -0.76% | 153.70%-154.5pp | 119.20%-120.0pp | 519.79%-520.6pp |
| Employer contribution / active EE | $13,206 | $5,152+156.3% | $4,628+185.4% | $4,779+176.3% |
| Participant deferral / active EE | $6,999 | $6,800+2.9% | $6,426+8.9% | $5,609+24.8% |
| Admin fee / account holder | $19 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |