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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,453 | $160,059+44.6% | $140,019+65.3% | $135,380+71.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.21% | 911.48%-914.7pp | 651.17%-654.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $12,500 | $6,420+94.7% | $5,605+123.0% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |