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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,980 | $138,102+47.0% | $125,381+61.9% | $134,532+50.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.54% | 750.73%-763.3pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $6,078 | $5,245+15.9% | $4,815+26.2% | $4,741+28.2% |
| Participant deferral / active EE | $16,370 | $7,801+109.9% | $7,448+119.8% | $6,401+155.7% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |