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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,206 | $138,076+21.1% | $123,553+35.3% | $135,380+23.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.95% | 153.70%-160.6pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,578 | $5,152+144.1% | $4,628+171.8% | $4,779+163.2% |
| Participant deferral / active EE | $9,121 | $6,800+34.1% | $6,426+41.9% | $5,609+62.6% |
| Admin fee / account holder | $31 | $10,917-99.7% | $9,284-99.7% | $10,828-99.7% |