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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,545 | $190,862-21.1% | $159,991-5.9% | $134,509+11.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.48% | 552.59%-568.1pp | 408.82%-424.3pp | 418.13%-433.6pp |
| Employer contribution / active EE | $13,500 | $4,995+170.3% | $4,225+219.5% | $4,741+184.8% |
| Participant deferral / active EE | $15,375 | $6,924+122.1% | $6,183+148.7% | $6,400+140.2% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,427-100.0% |