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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,807 | $180,459+14.6% | $154,108+34.2% | $135,380+52.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.19% | 888.21%-892.4pp | 735.21%-739.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $7,496 | $6,035+24.2% | $5,298+41.5% | $4,779+56.9% |
| Participant deferral / active EE | $5,186 | $5,806-10.7% | $5,081+2.1% | $5,609-7.5% |
| Admin fee / account holder | $246 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |