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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,381 | $138,114-0.5% | $125,391+9.6% | $134,545+2.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.88%-768.1pp | 572.41%-589.7pp | 418.37%-435.6pp |
| Employer contribution / active EE | $7,241 | $5,246+38.0% | $4,816+50.4% | $4,742+52.7% |
| Participant deferral / active EE | $11,261 | $7,801+44.4% | $7,448+51.2% | $6,401+75.9% |
| Admin fee / account holder | $43 | $11,570-99.6% | $10,009-99.6% | $11,431-99.6% |