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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,780 | $138,102+66.4% | $125,381+83.3% | $134,532+70.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.16% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.4pp |
| Employer contribution / active EE | $5,170 | $5,245-1.4% | $4,815+7.4% | $4,741+9.1% |
| Participant deferral / active EE | $18,700 | $7,801+139.7% | $7,448+151.1% | $6,401+192.1% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |