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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,100 | $138,114+17.4% | $125,391+29.3% | $134,545+20.5% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -20.23% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $3,200 | $5,246-39.0% | $4,816-33.5% | $4,742-32.5% |
| Participant deferral / active EE | $6,543 | $7,801-16.1% | $7,448-12.2% | $6,401+2.2% |
| Admin fee / account holder | $174 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |