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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,827 | $138,102+29.5% | $125,381+42.6% | $134,532+32.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.29% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.6pp |
| Employer contribution / active EE | $7,697 | $5,245+46.7% | $4,815+59.8% | $4,741+62.3% |
| Participant deferral / active EE | $6,200 | $7,801-20.5% | $7,448-16.7% | $6,401-3.1% |
| Admin fee / account holder | $59 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |