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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,445 | $138,078+65.4% | $125,363+82.2% | $134,509+69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.38% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,557 | $5,245-51.3% | $4,815-46.9% | $4,741-46.1% |
| Participant deferral / active EE | $7,406 | $7,800-5.0% | $7,447-0.5% | $6,400+15.7% |
| Admin fee / account holder | $16 | $11,566-99.9% | $10,005-99.8% | $11,427-99.9% |