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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,486 | $160,059+23.4% | $140,019+41.0% | $135,380+45.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.91% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $6,365 | $6,420-0.9% | $5,605+13.5% | $4,779+33.2% |
| Participant deferral / active EE | $15,132 | $7,641+98.0% | $6,927+118.5% | $5,609+169.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |