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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,700 | $138,114+6.2% | $125,391+17.0% | $134,545+9.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.11% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $1,014 | $5,246-80.7% | $4,816-78.9% | $4,742-78.6% |
| Participant deferral / active EE | $7,196 | $7,801-7.7% | $7,448-3.4% | $6,401+12.4% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |