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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,802 | $138,102+50.5% | $125,381+65.7% | $134,532+54.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.25% | 750.73%-764.0pp | 572.31%-585.6pp | 418.27%-431.5pp |
| Employer contribution / active EE | $7,044 | $5,245+34.3% | $4,815+46.3% | $4,741+48.6% |
| Participant deferral / active EE | $19,447 | $7,801+149.3% | $7,448+161.1% | $6,401+203.8% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |