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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,321 | $88,596+42.6% | $70,098+80.2% | $134,509-6.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.09% | 442.67%-459.8pp | 190.76%-207.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $5,800 | $3,235+79.3% | $2,560+126.5% | $4,741+22.3% |
| Participant deferral / active EE | $12,430 | $4,772+160.5% | $3,849+222.9% | $6,400+94.2% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |