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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,297 | $180,459+21.5% | $154,108+42.3% | $135,380+62.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.29% | 888.21%-893.5pp | 735.21%-740.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $18,100 | $6,035+199.9% | $5,298+241.7% | $4,779+278.7% |
| Participant deferral / active EE | $17,200 | $5,806+196.2% | $5,081+238.5% | $5,609+206.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |