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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,298 | $180,462-1.2% | $154,111+15.7% | $135,379+31.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.99% | 888.17%-893.2pp | 735.18%-740.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $9,987 | $6,036+65.5% | $5,298+88.5% | $4,779+109.0% |
| Participant deferral / active EE | $4,967 | $5,806-14.5% | $5,081-2.2% | $5,609-11.5% |
| Admin fee / account holder | $179 | $16,145-98.9% | $13,411-98.7% | $10,828-98.3% |