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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,700 | $138,078+6.2% | $125,363+17.0% | $134,509+9.1% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.11% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,014 | $5,245-80.7% | $4,815-78.9% | $4,741-78.6% |
| Participant deferral / active EE | $7,196 | $7,800-7.7% | $7,447-3.4% | $6,400+12.4% |
| Admin fee / account holder | $1 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |