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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,528 | $92,766+142.0% | $82,763+171.3% | $134,545+66.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.54% | 946.97%-963.5pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $2,150 | $3,273-34.3% | $3,008-28.5% | $4,742-54.7% |
| Participant deferral / active EE | $11,485 | $4,802+139.1% | $4,395+161.3% | $6,401+79.4% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |