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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,390 | $152,597+7.1% | $117,533+39.0% | $134,532+21.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.03% | 53.04%-70.1pp | 29.77%-46.8pp | 418.27%-435.3pp |
| Employer contribution / active EE | $26,245 | $5,576+370.7% | $4,179+528.0% | $4,741+453.6% |
| Participant deferral / active EE | $4,524 | $4,821-6.2% | $4,072+11.1% | $6,401-29.3% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |