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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,687 | $138,102+13.5% | $125,381+25.0% | $134,532+16.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.33% | 750.73%-769.1pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $8,420 | $5,245+60.5% | $4,815+74.9% | $4,741+77.6% |
| Participant deferral / active EE | $9,294 | $7,801+19.1% | $7,448+24.8% | $6,401+45.2% |
| Admin fee / account holder | $205 | $11,568-98.2% | $10,007-98.0% | $11,429-98.2% |