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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,520 | $160,059+40.3% | $140,019+60.3% | $135,380+65.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.20% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $12,212 | $6,420+90.2% | $5,605+117.9% | $4,779+155.5% |
| Participant deferral / active EE | $11,922 | $7,641+56.0% | $6,927+72.1% | $5,609+112.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |