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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,854 | $138,114+65.0% | $125,391+81.7% | $134,545+69.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.36% | 750.88%-766.2pp | 572.41%-587.8pp | 418.37%-433.7pp |
| Employer contribution / active EE | $12,600 | $5,246+140.2% | $4,816+161.6% | $4,742+165.7% |
| Participant deferral / active EE | $18,825 | $7,801+141.3% | $7,448+152.7% | $6,401+194.1% |
| Admin fee / account holder | $75 | $11,570-99.4% | $10,009-99.3% | $11,431-99.3% |