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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,873 | $160,059+17.4% | $140,019+34.2% | $135,380+38.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.24% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $8,651 | $6,420+34.8% | $5,605+54.3% | $4,779+81.0% |
| Participant deferral / active EE | $4,315 | $7,641-43.5% | $6,927-37.7% | $5,609-23.1% |
| Admin fee / account holder | $42 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |