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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,838 | $138,102+46.2% | $125,381+61.0% | $134,532+50.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.36% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.6pp |
| Employer contribution / active EE | $9,211 | $5,245+75.6% | $4,815+91.3% | $4,741+94.3% |
| Participant deferral / active EE | $12,671 | $7,801+62.4% | $7,448+70.1% | $6,401+98.0% |
| Admin fee / account holder | $142 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |