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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,037 | $138,075-18.9% | $123,552-9.3% | $135,379-17.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.85% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $30,500 | $5,152+492.0% | $4,628+559.0% | $4,779+538.2% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |