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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,287 | $197,819+4.3% | $155,789+32.4% | $125,389+64.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.94% | 86.73%-87.7pp | 71.54%-72.5pp | 282.24%-283.2pp |
| Employer contribution / active EE | $12,073 | $4,850+148.9% | $3,839+214.5% | $4,866+148.1% |
| Participant deferral / active EE | $14,834 | $5,631+163.4% | $4,798+209.2% | $5,352+177.2% |
| Admin fee / account holder | $13 | $9,544-99.9% | $7,477-99.8% | $9,541-99.9% |