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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,194 | $180,459+29.8% | $154,108+52.0% | $135,380+73.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.97% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,247 | $6,035-13.1% | $5,298-1.0% | $4,779+9.8% |
| Participant deferral / active EE | $7,420 | $5,806+27.8% | $5,081+46.0% | $5,609+32.3% |
| Admin fee / account holder | $22 | $16,145-99.9% | $13,411-99.8% | $10,828-99.8% |