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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,755 | $160,059+24.8% | $140,019+42.7% | $135,380+47.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.92% | 911.48%-918.4pp | 651.17%-658.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $8,852 | $6,420+37.9% | $5,605+57.9% | $4,779+85.2% |
| Participant deferral / active EE | $12,213 | $7,641+59.8% | $6,927+76.3% | $5,609+117.7% |
| Admin fee / account holder | $62 | $13,328-99.5% | $10,705-99.4% | $10,828-99.4% |