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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,844 | $138,102+34.6% | $125,381+48.2% | $134,532+38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.61% | 750.73%-760.3pp | 572.31%-581.9pp | 418.27%-427.9pp |
| Employer contribution / active EE | $17,978 | $5,245+242.7% | $4,815+273.4% | $4,741+279.2% |
| Participant deferral / active EE | $4,660 | $7,801-40.3% | $7,448-37.4% | $6,401-27.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |