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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,872 | $180,462+30.2% | $154,111+52.4% | $135,379+73.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.51% | 888.17%-892.7pp | 735.18%-739.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $9,861 | $6,036+63.4% | $5,298+86.1% | $4,779+106.4% |
| Participant deferral / active EE | $20,169 | $5,806+247.4% | $5,081+297.0% | $5,609+259.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |