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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,537 | $138,076+39.4% | $123,553+55.8% | $135,380+42.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.34% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $5,327 | $5,152+3.4% | $4,628+15.1% | $4,779+11.5% |
| Participant deferral / active EE | $14,131 | $6,800+107.8% | $6,426+119.9% | $5,609+151.9% |
| Admin fee / account holder | $186 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |