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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,674 | $138,114+80.0% | $125,391+98.3% | $134,545+84.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.57% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $27,059 | $5,246+415.8% | $4,816+461.9% | $4,742+470.7% |
| Participant deferral / active EE | $12,230 | $7,801+56.8% | $7,448+64.2% | $6,401+91.1% |
| Admin fee / account holder | $124 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |