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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,654 | $180,459+17.3% | $154,108+37.3% | $135,380+56.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.22% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $6,351 | $6,035+5.2% | $5,298+19.9% | $4,779+32.9% |
| Participant deferral / active EE | $6,579 | $5,806+13.3% | $5,081+29.5% | $5,609+17.3% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |