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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,423 | $190,916+12.8% | $160,037+34.6% | $134,545+60.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.08% | 552.79%-563.9pp | 408.95%-420.0pp | 418.37%-429.4pp |
| Employer contribution / active EE | $29,354 | $4,996+487.6% | $4,226+594.7% | $4,742+519.1% |
| Participant deferral / active EE | $18,000 | $6,925+159.9% | $6,184+191.1% | $6,401+181.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |