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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,531 | $138,114+57.5% | $125,391+73.5% | $134,545+61.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.48% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $16,405 | $5,246+212.7% | $4,816+240.7% | $4,742+246.0% |
| Participant deferral / active EE | $16,256 | $7,801+108.4% | $7,448+118.3% | $6,401+153.9% |
| Admin fee / account holder | $195 | $11,570-98.3% | $10,009-98.0% | $11,431-98.3% |