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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,614 | $152,597+30.8% | $117,533+69.8% | $134,532+48.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.32% | 53.04%-73.4pp | 29.77%-50.1pp | 418.27%-438.6pp |
| Employer contribution / active EE | $21,591 | $5,576+287.2% | $4,179+416.6% | $4,741+355.4% |
| Participant deferral / active EE | $14,173 | $4,821+194.0% | $4,072+248.0% | $6,401+121.4% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |