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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,455 | $152,597+50.4% | $117,533+95.2% | $134,532+70.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.59% | 53.04%-66.6pp | 29.77%-43.4pp | 418.27%-431.9pp |
| Employer contribution / active EE | $30,500 | $5,576+447.0% | $4,179+629.8% | $4,741+543.3% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35 | $7,007-99.5% | $5,647-99.4% | $11,429-99.7% |