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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,539 | $138,114+29.3% | $125,391+42.4% | $134,545+32.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.09% | 750.88%-751.0pp | 572.41%-572.5pp | 418.37%-418.5pp |
| Employer contribution / active EE | $12,965 | $5,246+147.1% | $4,816+169.2% | $4,742+173.4% |
| Participant deferral / active EE | $9,780 | $7,801+25.4% | $7,448+31.3% | $6,401+52.8% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |