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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,906 | $138,076+71.6% | $123,553+91.7% | $135,380+75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.98% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $9,138 | $5,152+77.4% | $4,628+97.5% | $4,779+91.2% |
| Participant deferral / active EE | $16,087 | $6,800+136.6% | $6,426+150.3% | $5,609+186.8% |
| Admin fee / account holder | $208 | $10,917-98.1% | $9,284-97.8% | $10,828-98.1% |