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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,499 | $180,459+25.5% | $154,108+47.0% | $135,380+67.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.94% | 888.21%-895.1pp | 735.21%-742.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $7,871 | $6,035+30.4% | $5,298+48.6% | $4,779+64.7% |
| Participant deferral / active EE | $9,800 | $5,806+68.8% | $5,081+92.9% | $5,609+74.7% |
| Admin fee / account holder | $101 | $16,145-99.4% | $13,411-99.2% | $10,828-99.1% |