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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,353 | $160,059+13.9% | $140,019+30.2% | $135,380+34.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.15% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-525.0pp |
| Employer contribution / active EE | $10,159 | $6,420+58.2% | $5,605+81.2% | $4,779+112.6% |
| Participant deferral / active EE | $6,125 | $7,641-19.8% | $6,927-11.6% | $5,609+9.2% |
| Admin fee / account holder | $263 | $13,328-98.0% | $10,705-97.5% | $10,828-97.6% |