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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,525 | $138,114+66.9% | $125,391+83.8% | $134,545+71.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.28% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $7,058 | $5,246+34.5% | $4,816+46.6% | $4,742+48.9% |
| Participant deferral / active EE | $15,731 | $7,801+101.7% | $7,448+111.2% | $6,401+145.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |