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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,606 | $138,076+59.0% | $123,553+77.7% | $135,380+62.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.59% | 153.70%-160.3pp | 119.21%-125.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $15,474 | $5,152+200.4% | $4,628+234.3% | $4,779+223.8% |
| Participant deferral / active EE | $8,486 | $6,800+24.8% | $6,426+32.1% | $5,609+51.3% |
| Admin fee / account holder | $219 | $10,917-98.0% | $9,284-97.6% | $10,828-98.0% |