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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,719 | $152,591+62.3% | $117,529+110.8% | $134,545+84.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.18% | 53.04%-66.2pp | 29.77%-42.9pp | 418.37%-431.5pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $12,000 | $4,821+148.9% | $4,072+194.7% | $6,401+87.5% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |