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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,508 | $95,979+72.4% | $74,551+122.0% | $135,380+22.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.88% | 56.97%-61.9pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $14,400 | $2,716+430.1% | $1,961+634.3% | $4,779+201.3% |
| Participant deferral / active EE | $16,000 | $3,844+316.3% | $3,108+414.8% | $5,609+185.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |