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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,899 | $160,059+3.6% | $140,019+18.5% | $135,380+22.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.80% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $2,247 | $6,420-65.0% | $5,605-59.9% | $4,779-53.0% |
| Participant deferral / active EE | $9,375 | $7,641+22.7% | $6,927+35.3% | $5,609+67.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |