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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,766 | $138,114+56.9% | $125,391+72.9% | $134,545+61.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.54% | 750.88%-759.4pp | 572.41%-581.0pp | 418.37%-426.9pp |
| Employer contribution / active EE | $7,114 | $5,246+35.6% | $4,816+47.7% | $4,742+50.0% |
| Participant deferral / active EE | $15,993 | $7,801+105.0% | $7,448+114.7% | $6,401+149.8% |
| Admin fee / account holder | $7 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |