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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,980 | $180,459+9.7% | $154,108+28.5% | $135,380+46.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.10% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $12,560 | $6,035+108.1% | $5,298+137.1% | $4,779+162.8% |
| Participant deferral / active EE | $23,500 | $5,806+304.7% | $5,081+362.5% | $5,609+319.0% |
| Admin fee / account holder | $55 | $16,145-99.7% | $13,411-99.6% | $10,828-99.5% |