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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,207 | $180,462+8.2% | $154,111+26.7% | $135,379+44.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.20% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $9,158 | $6,036+51.7% | $5,298+72.9% | $4,779+91.6% |
| Participant deferral / active EE | $8,465 | $5,806+45.8% | $5,081+66.6% | $5,609+50.9% |
| Admin fee / account holder | $220 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |