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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,963 | $138,114+69.4% | $125,391+86.6% | $134,545+73.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.19% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.6pp |
| Employer contribution / active EE | $27,957 | $5,246+432.9% | $4,816+480.5% | $4,742+489.6% |
| Participant deferral / active EE | $16,507 | $7,801+111.6% | $7,448+121.6% | $6,401+157.9% |
| Admin fee / account holder | $40 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |