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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,539 | $138,076+79.3% | $123,553+100.4% | $135,380+82.8% |
| Participation rate | 90.5% | 84.7%+5.7pp | 82.3%+8.2pp | 82.6%+7.8pp |
| Annual return | -7.85% | 153.70%-161.5pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $9,525 | $5,152+84.9% | $4,628+105.8% | $4,779+99.3% |
| Participant deferral / active EE | $9,746 | $6,800+43.3% | $6,426+51.7% | $5,609+73.8% |
| Admin fee / account holder | $140 | $10,917-98.7% | $9,284-98.5% | $10,828-98.7% |