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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,607 | $138,102+4.7% | $125,381+15.3% | $134,532+7.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.19% | 750.73%-762.9pp | 572.31%-584.5pp | 418.27%-430.5pp |
| Employer contribution / active EE | $4,108 | $5,245-21.7% | $4,815-14.7% | $4,741-13.4% |
| Participant deferral / active EE | $11,351 | $7,801+45.5% | $7,448+52.4% | $6,401+77.3% |
| Admin fee / account holder | $38 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |