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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,082 | $135,645+20.2% | $110,243+47.9% | $135,379+20.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.86% | 513.24%-516.1pp | 314.76%-317.6pp | 519.79%-522.6pp |
| Employer contribution / active EE | $19,795 | $4,907+303.4% | $3,827+417.3% | $4,779+314.2% |
| Participant deferral / active EE | $12,314 | $5,507+123.6% | $4,672+163.6% | $5,609+119.5% |
| Admin fee / account holder | $25 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |