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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,467 | $190,916+28.6% | $160,037+53.4% | $134,545+82.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.40% | 552.79%-572.2pp | 408.95%-428.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $15,793 | $4,996+216.1% | $4,226+273.7% | $4,742+233.1% |
| Participant deferral / active EE | $13,120 | $6,925+89.5% | $6,184+112.2% | $6,401+105.0% |
| Admin fee / account holder | $137 | $10,497-98.7% | $8,716-98.4% | $11,431-98.8% |