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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,107 | $160,059+52.5% | $140,019+74.3% | $135,380+80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.85% | 911.48%-916.3pp | 651.17%-656.0pp | 519.81%-524.7pp |
| Employer contribution / active EE | $29,200 | $6,420+354.9% | $5,605+420.9% | $4,779+511.0% |
| Participant deferral / active EE | $20,900 | $7,641+173.5% | $6,927+201.7% | $5,609+272.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |