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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,671 | $138,078+27.2% | $125,363+40.1% | $134,509+30.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.85% | 750.49%-752.3pp | 572.15%-574.0pp | 418.13%-420.0pp |
| Employer contribution / active EE | $12,993 | $5,245+147.7% | $4,815+169.9% | $4,741+174.1% |
| Participant deferral / active EE | $15,325 | $7,800+96.5% | $7,447+105.8% | $6,400+139.4% |
| Admin fee / account holder | $277 | $11,566-97.6% | $10,005-97.2% | $11,427-97.6% |