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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,297 | $138,078+63.2% | $125,363+79.7% | $134,509+67.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -13.68% | 750.49%-764.2pp | 572.15%-585.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $9,746 | $5,245+85.8% | $4,815+102.4% | $4,741+105.6% |
| Participant deferral / active EE | $19,808 | $7,800+154.0% | $7,447+166.0% | $6,400+209.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |