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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,577 | $180,466+35.5% | $154,114+58.7% | $135,382+80.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.59% | 888.15%-890.7pp | 735.16%-737.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $8,000 | $6,035+32.6% | $5,298+51.0% | $4,779+67.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $119 | $16,144-99.3% | $13,411-99.1% | $10,829-98.9% |