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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,627 | $138,114+19.9% | $125,391+32.1% | $134,545+23.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.25% | 750.88%-771.1pp | 572.41%-592.7pp | 418.37%-438.6pp |
| Employer contribution / active EE | $13,036 | $5,246+148.5% | $4,816+170.7% | $4,742+174.9% |
| Participant deferral / active EE | $9,665 | $7,801+23.9% | $7,448+29.8% | $6,401+51.0% |
| Admin fee / account holder | $9 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |