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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,009 | $92,766+46.6% | $82,763+64.3% | $134,545+1.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.45% | 946.97%-962.4pp | 702.45%-717.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $16,071 | $3,273+391.0% | $3,008+434.2% | $4,742+238.9% |
| Participant deferral / active EE | $8,397 | $4,802+74.9% | $4,395+91.1% | $6,401+31.2% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |