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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,015 | $138,114+58.6% | $125,391+74.7% | $134,545+62.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.54% | 750.88%-771.4pp | 572.41%-592.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $26,878 | $5,246+412.4% | $4,816+458.1% | $4,742+466.9% |
| Participant deferral / active EE | $8,667 | $7,801+11.1% | $7,448+16.4% | $6,401+35.4% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |