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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,256 | $138,078+33.4% | $125,363+47.0% | $134,509+37.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.82% | 750.49%-765.3pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $9,941 | $5,245+89.5% | $4,815+106.5% | $4,741+109.7% |
| Participant deferral / active EE | $12,396 | $7,800+58.9% | $7,447+66.5% | $6,400+93.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |