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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,981 | $93,124+54.6% | $77,100+86.7% | $134,545+7.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.05% | 62.68%-75.7pp | 42.35%-55.4pp | 418.37%-431.4pp |
| Employer contribution / active EE | $22,742 | $3,421+564.7% | $2,815+707.9% | $4,742+379.6% |
| Participant deferral / active EE | $13,500 | $5,242+157.5% | $4,430+204.8% | $6,401+110.9% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |