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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,078 | $160,059+49.4% | $140,019+70.7% | $135,380+76.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.79% | 911.48%-917.3pp | 651.17%-657.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $14,182 | $6,420+120.9% | $5,605+153.0% | $4,779+196.8% |
| Participant deferral / active EE | $9,780 | $7,641+28.0% | $6,927+41.2% | $5,609+74.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |