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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,117 | $138,114+37.7% | $125,391+51.6% | $134,545+41.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.21% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.6pp |
| Employer contribution / active EE | $6,418 | $5,246+22.3% | $4,816+33.3% | $4,742+35.4% |
| Participant deferral / active EE | $9,699 | $7,801+24.3% | $7,448+30.2% | $6,401+51.5% |
| Admin fee / account holder | $11 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |