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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,099 | $138,102+8.0% | $125,381+18.9% | $134,532+10.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.92% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $13,400 | $5,245+155.5% | $4,815+178.3% | $4,741+182.6% |
| Participant deferral / active EE | $16,900 | $7,801+116.7% | $7,448+126.9% | $6,401+164.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |