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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,903 | $138,114+57.8% | $125,391+73.8% | $134,545+62.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.81% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $11,930 | $5,246+127.4% | $4,816+147.7% | $4,742+151.6% |
| Participant deferral / active EE | $13,380 | $7,801+71.5% | $7,448+79.6% | $6,401+109.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |