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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,942 | $138,114+4.9% | $125,391+15.6% | $134,545+7.7% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -13.64% | 750.88%-764.5pp | 572.41%-586.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $3,157 | $5,246-39.8% | $4,816-34.4% | $4,742-33.4% |
| Participant deferral / active EE | $5,490 | $7,801-29.6% | $7,448-26.3% | $6,401-14.2% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |