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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,818 | $190,879+29.3% | $160,009+54.3% | $134,532+83.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.49% | 552.63%-564.1pp | 408.85%-420.3pp | 418.27%-429.8pp |
| Employer contribution / active EE | $8,396 | $4,995+68.1% | $4,225+98.7% | $4,741+77.1% |
| Participant deferral / active EE | $11,437 | $6,924+65.2% | $6,183+85.0% | $6,401+78.7% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |