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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,142 | $138,102+58.0% | $125,381+74.0% | $134,532+62.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.45% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $5,206 | $5,245-0.8% | $4,815+8.1% | $4,741+9.8% |
| Participant deferral / active EE | $11,344 | $7,801+45.4% | $7,448+52.3% | $6,401+77.2% |
| Admin fee / account holder | $273 | $11,568-97.6% | $10,007-97.3% | $11,429-97.6% |