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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,544 | $138,114-28.7% | $125,391-21.4% | $134,545-26.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -11.29% | 750.88%-762.2pp | 572.41%-583.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $16,729 | $5,246+218.9% | $4,816+247.4% | $4,742+252.8% |
| Participant deferral / active EE | $10,996 | $7,801+41.0% | $7,448+47.6% | $6,401+71.8% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |