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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,456 | $138,114+53.8% | $125,391+69.4% | $134,545+57.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.41% | 750.88%-754.3pp | 572.41%-575.8pp | 418.37%-421.8pp |
| Employer contribution / active EE | $7,110 | $5,246+35.5% | $4,816+47.6% | $4,742+49.9% |
| Participant deferral / active EE | $13,325 | $7,801+70.8% | $7,448+78.9% | $6,401+108.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |