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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,402 | $138,076+53.8% | $123,553+71.9% | $135,380+56.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.67% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $11,134 | $5,152+116.1% | $4,628+140.6% | $4,779+133.0% |
| Participant deferral / active EE | $11,964 | $6,800+76.0% | $6,426+86.2% | $5,609+113.3% |
| Admin fee / account holder | $123 | $10,917-98.9% | $9,284-98.7% | $10,828-98.9% |