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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,930 | $138,075+39.7% | $123,552+56.2% | $135,379+42.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.78% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $3,956 | $5,152-23.2% | $4,628-14.5% | $4,779-17.2% |
| Participant deferral / active EE | $10,919 | $6,800+60.6% | $6,426+69.9% | $5,609+94.7% |
| Admin fee / account holder | $271 | $10,917-97.5% | $9,285-97.1% | $10,828-97.5% |