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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,335 | $138,102+64.6% | $125,381+81.3% | $134,532+69.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.25% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $17,375 | $5,245+231.2% | $4,815+260.8% | $4,741+266.5% |
| Participant deferral / active EE | $11,732 | $7,801+50.4% | $7,448+57.5% | $6,401+83.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |