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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,927 | $138,075+13.7% | $123,552+27.0% | $135,379+15.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.26% | 153.70%-157.0pp | 119.20%-122.5pp | 519.79%-523.0pp |
| Employer contribution / active EE | $1,913 | $5,152-62.9% | $4,628-58.7% | $4,779-60.0% |
| Participant deferral / active EE | $9,978 | $6,800+46.7% | $6,426+55.3% | $5,609+77.9% |
| Admin fee / account holder | $284 | $10,917-97.4% | $9,285-96.9% | $10,828-97.4% |