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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,417 | $180,466+34.9% | $154,114+57.9% | $135,382+79.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.03% | 888.15%-895.2pp | 735.16%-742.2pp | 519.77%-526.8pp |
| Employer contribution / active EE | $22,891 | $6,035+279.3% | $5,298+332.1% | $4,779+379.0% |
| Participant deferral / active EE | $9,640 | $5,806+66.0% | $5,081+89.7% | $5,609+71.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |