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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,824 | $138,076+66.4% | $123,553+86.0% | $135,380+69.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.11% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,759 | $5,152-27.0% | $4,628-18.8% | $4,779-21.3% |
| Participant deferral / active EE | $11,581 | $6,800+70.3% | $6,426+80.2% | $5,609+106.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |