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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,054 | $160,059+28.7% | $140,019+47.2% | $135,380+52.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.17% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-525.0pp |
| Employer contribution / active EE | $32,667 | $6,420+408.9% | $5,605+482.8% | $4,779+583.6% |
| Participant deferral / active EE | $16,333 | $7,641+113.8% | $6,927+135.8% | $5,609+191.2% |
| Admin fee / account holder | $19 | $13,328-99.9% | $10,705-99.8% | $10,828-99.8% |