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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,702 | $138,102+35.2% | $125,381+48.9% | $134,532+38.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.06% | 750.73%-752.8pp | 572.31%-574.4pp | 418.27%-420.3pp |
| Employer contribution / active EE | $26,291 | $5,245+401.2% | $4,815+446.0% | $4,741+454.5% |
| Participant deferral / active EE | $18,504 | $7,801+137.2% | $7,448+148.4% | $6,401+189.1% |
| Admin fee / account holder | $140 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |