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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,796 | $138,076+36.7% | $123,553+52.8% | $135,380+39.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $9,981 | $5,152+93.7% | $4,628+115.7% | $4,779+108.8% |
| Participant deferral / active EE | $14,405 | $6,800+111.9% | $6,426+124.2% | $5,609+156.8% |
| Admin fee / account holder | $10 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |