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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,404 | $138,102+21.9% | $125,381+34.3% | $134,532+25.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.33% | 750.73%-771.1pp | 572.31%-592.6pp | 418.27%-438.6pp |
| Employer contribution / active EE | $18,877 | $5,245+259.9% | $4,815+292.0% | $4,741+298.2% |
| Participant deferral / active EE | $16,616 | $7,801+113.0% | $7,448+123.1% | $6,401+159.6% |
| Admin fee / account holder | $14 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |