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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,254 | $160,059-7.4% | $140,019+5.9% | $135,379+9.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.18% | 911.44%-919.6pp | 651.15%-659.3pp | 519.79%-528.0pp |
| Employer contribution / active EE | $15,527 | $6,420+141.9% | $5,605+177.0% | $4,779+224.9% |
| Participant deferral / active EE | $9,360 | $7,641+22.5% | $6,927+35.1% | $5,609+66.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |