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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,185 | $138,114+4.4% | $125,391+15.0% | $134,545+7.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.74% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,293 | $5,246-56.3% | $4,816-52.4% | $4,742-51.7% |
| Participant deferral / active EE | $7,001 | $7,801-10.3% | $7,448-6.0% | $6,401+9.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |