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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,056 | $160,059+27.5% | $140,019+45.7% | $135,380+50.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.63% | 911.48%-919.1pp | 651.17%-658.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $5,860 | $6,420-8.7% | $5,605+4.5% | $4,779+22.6% |
| Participant deferral / active EE | $8,936 | $7,641+17.0% | $6,927+29.0% | $5,609+59.3% |
| Admin fee / account holder | $282 | $13,328-97.9% | $10,705-97.4% | $10,828-97.4% |