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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,721 | $160,059+41.6% | $140,019+61.9% | $135,380+67.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.55% | 911.48%-915.0pp | 651.17%-654.7pp | 519.81%-523.4pp |
| Employer contribution / active EE | $9,297 | $6,420+44.8% | $5,605+65.9% | $4,779+94.5% |
| Participant deferral / active EE | $6,615 | $7,641-13.4% | $6,927-4.5% | $5,609+17.9% |
| Admin fee / account holder | $161 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |