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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,182 | $138,102+18.9% | $125,381+30.9% | $134,532+22.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.07% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $7,156 | $5,245+36.4% | $4,815+48.6% | $4,741+50.9% |
| Participant deferral / active EE | $11,315 | $7,801+45.1% | $7,448+51.9% | $6,401+76.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |