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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,392 | $180,466+18.2% | $154,114+38.5% | $135,382+57.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.81% | 888.15%-893.0pp | 735.16%-740.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $8,262 | $6,035+36.9% | $5,298+56.0% | $4,779+72.9% |
| Participant deferral / active EE | $5,714 | $5,806-1.6% | $5,081+12.5% | $5,609+1.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |