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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,579 | $138,078+63.4% | $125,363+79.9% | $134,509+67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.65% | 750.49%-759.1pp | 572.15%-580.8pp | 418.13%-426.8pp |
| Employer contribution / active EE | $6,767 | $5,245+29.0% | $4,815+40.5% | $4,741+42.7% |
| Participant deferral / active EE | $7,350 | $7,800-5.8% | $7,447-1.3% | $6,400+14.8% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |