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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,362 | $138,078+57.4% | $125,363+73.4% | $134,509+61.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.56% | 750.49%-768.1pp | 572.15%-589.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $11,699 | $5,245+123.1% | $4,815+143.0% | $4,741+146.8% |
| Participant deferral / active EE | $20,651 | $7,800+164.8% | $7,447+177.3% | $6,400+222.7% |
| Admin fee / account holder | $160 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |