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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,577 | $180,462+32.2% | $154,111+54.8% | $135,379+76.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.25% | 888.17%-895.4pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $8,982 | $6,036+48.8% | $5,298+69.5% | $4,779+88.0% |
| Participant deferral / active EE | $6,711 | $5,806+15.6% | $5,081+32.1% | $5,609+19.6% |
| Admin fee / account holder | $48 | $16,145-99.7% | $13,411-99.6% | $10,828-99.6% |