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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,807 | $92,684+64.9% | $82,706+84.8% | $134,509+13.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.51% | 945.84%-961.3pp | 701.76%-717.3pp | 418.13%-433.6pp |
| Employer contribution / active EE | $13,220 | $3,272+304.1% | $3,007+339.6% | $4,741+178.9% |
| Participant deferral / active EE | $12,125 | $4,800+152.6% | $4,394+176.0% | $6,400+89.4% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |