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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,022 | $180,459-18.5% | $154,108-4.6% | $135,380+8.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.11% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $10,238 | $6,035+69.6% | $5,298+93.3% | $4,779+114.2% |
| Participant deferral / active EE | $5,194 | $5,806-10.5% | $5,081+2.2% | $5,609-7.4% |
| Admin fee / account holder | $23 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |