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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,684 | $138,076+17.8% | $123,553+31.7% | $135,380+20.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.80% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $17,654 | $5,152+242.7% | $4,628+281.5% | $4,779+269.4% |
| Participant deferral / active EE | $11,167 | $6,800+64.2% | $6,426+73.8% | $5,609+99.1% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |