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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,199 | $138,114+59.4% | $125,391+75.6% | $134,545+63.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.75% | 750.88%-764.6pp | 572.41%-586.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $8,324 | $5,246+58.7% | $4,816+72.9% | $4,742+75.6% |
| Participant deferral / active EE | $17,263 | $7,801+121.3% | $7,448+131.8% | $6,401+169.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |