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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,586 | $138,102+69.9% | $125,381+87.1% | $134,532+74.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.93% | 750.73%-763.7pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $11,778 | $5,245+124.5% | $4,815+144.6% | $4,741+148.4% |
| Participant deferral / active EE | $7,118 | $7,801-8.7% | $7,448-4.4% | $6,401+11.2% |
| Admin fee / account holder | $13 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |