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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,753 | $160,059+9.2% | $140,019+24.8% | $135,379+29.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.84% | 911.44%-916.3pp | 651.15%-656.0pp | 519.79%-524.6pp |
| Employer contribution / active EE | $25,276 | $6,420+293.7% | $5,605+350.9% | $4,779+428.9% |
| Participant deferral / active EE | $12,250 | $7,641+60.3% | $6,927+76.9% | $5,609+118.4% |
| Admin fee / account holder | $43 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |