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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,280 | $138,078+40.7% | $125,363+55.0% | $134,509+44.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.54% | 750.49%-761.0pp | 572.15%-582.7pp | 418.13%-428.7pp |
| Employer contribution / active EE | $14,250 | $5,245+171.7% | $4,815+196.0% | $4,741+200.6% |
| Participant deferral / active EE | $10,250 | $7,800+31.4% | $7,447+37.6% | $6,400+60.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |