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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,874 | $84,684+77.0% | $73,835+103.0% | $125,388+19.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.59% | 3123.93%-3124.5pp | 2268.13%-2268.7pp | 282.24%-282.8pp |
| Employer contribution / active EE | $13,366 | $3,123+327.9% | $2,788+379.5% | $4,866+174.7% |
| Participant deferral / active EE | $12,000 | $3,993+200.6% | $3,583+234.9% | $5,352+124.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |