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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,135 | $138,114+10.2% | $125,391+21.3% | $134,545+13.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.17% | 750.88%-765.1pp | 572.41%-586.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $12,833 | $5,246+144.6% | $4,816+166.5% | $4,742+170.7% |
| Participant deferral / active EE | $17,453 | $7,801+123.7% | $7,448+134.3% | $6,401+172.7% |
| Admin fee / account holder | $5 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |