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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,570 | $106,549+111.7% | $91,225+147.3% | $134,509+67.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -15.84% | 160.73%-176.6pp | 114.10%-129.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $19,847 | $3,331+495.7% | $2,851+596.2% | $4,741+318.7% |
| Participant deferral / active EE | $13,932 | $4,719+195.2% | $4,234+229.0% | $6,400+117.7% |
| Admin fee / account holder | $12 | $6,234-99.8% | $5,422-99.8% | $11,427-99.9% |