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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,509 | $138,114+3.2% | $125,391+13.7% | $134,545+5.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.16% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,558 | $5,246-70.3% | $4,816-67.6% | $4,742-67.1% |
| Participant deferral / active EE | $4,788 | $7,801-38.6% | $7,448-35.7% | $6,401-25.2% |
| Admin fee / account holder | $192 | $11,570-98.3% | $10,009-98.1% | $11,431-98.3% |