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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,970 | $138,102+71.6% | $125,381+89.0% | $134,532+76.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.01% | 750.73%-763.7pp | 572.31%-585.3pp | 418.27%-431.3pp |
| Employer contribution / active EE | $9,250 | $5,245+76.3% | $4,815+92.1% | $4,741+95.1% |
| Participant deferral / active EE | $11,875 | $7,801+52.2% | $7,448+59.4% | $6,401+85.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |