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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,874 | $138,102+62.1% | $125,381+78.6% | $134,532+66.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.64% | 750.73%-769.4pp | 572.31%-590.9pp | 418.27%-436.9pp |
| Employer contribution / active EE | $3,322 | $5,245-36.7% | $4,815-31.0% | $4,741-29.9% |
| Participant deferral / active EE | $8,989 | $7,801+15.2% | $7,448+20.7% | $6,401+40.4% |
| Admin fee / account holder | $155 | $11,568-98.7% | $10,007-98.5% | $11,429-98.6% |