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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,592 | $150,435-20.5% | $120,580-0.8% | $145,897-18.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.25% | 154.60%-140.3pp | 107.48%-93.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $16,461 | $4,352+278.2% | $3,469+374.5% | $4,663+253.0% |
| Participant deferral / active EE | $8,483 | $6,174+37.4% | $4,995+69.8% | $6,689+26.8% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |