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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,095 | $180,459+10.9% | $154,108+29.8% | $135,380+47.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.63% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,436 | $6,035-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,926 | $5,806+2.1% | $5,081+16.6% | $5,609+5.7% |
| Admin fee / account holder | $17 | $16,145-99.9% | $13,411-99.9% | $10,828-99.8% |