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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,187 | $138,078+63.1% | $125,363+79.6% | $134,509+67.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.72% | 750.49%-761.2pp | 572.15%-582.9pp | 418.13%-428.9pp |
| Employer contribution / active EE | $18,666 | $5,245+255.9% | $4,815+287.7% | $4,741+293.7% |
| Participant deferral / active EE | $2,987 | $7,800-61.7% | $7,447-59.9% | $6,400-53.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |