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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,601 | $138,078+3.3% | $125,363+13.8% | $134,509+6.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $30,183 | $5,245+475.5% | $4,815+526.9% | $4,741+536.7% |
| Participant deferral / active EE | $3,073 | $7,800-60.6% | $7,447-58.7% | $6,400-52.0% |
| Admin fee / account holder | $128 | $11,566-98.9% | $10,005-98.7% | $11,427-98.9% |