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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,171 | $138,102+40.6% | $125,381+54.9% | $134,532+44.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.78% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $11,788 | $5,245+124.7% | $4,815+144.8% | $4,741+148.6% |
| Participant deferral / active EE | $11,131 | $7,801+42.7% | $7,448+49.5% | $6,401+73.9% |
| Admin fee / account holder | $164 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |