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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,000 | $138,102+64.4% | $125,381+81.0% | $134,532+68.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.54% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $10,604 | $5,245+102.2% | $4,815+120.2% | $4,741+123.7% |
| Participant deferral / active EE | $11,151 | $7,801+43.0% | $7,448+49.7% | $6,401+74.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |