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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,444 | $138,078+20.5% | $125,363+32.8% | $134,509+23.7% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.97% | 750.49%-766.5pp | 572.15%-588.1pp | 418.13%-434.1pp |
| Employer contribution / active EE | $5,076 | $5,245-3.2% | $4,815+5.4% | $4,741+7.1% |
| Participant deferral / active EE | $9,399 | $7,800+20.5% | $7,447+26.2% | $6,400+46.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |