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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,245 | $160,059-6.8% | $140,019+6.6% | $135,380+10.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.28% | 911.48%-918.8pp | 651.17%-658.4pp | 519.81%-527.1pp |
| Employer contribution / active EE | $12,513 | $6,420+94.9% | $5,605+123.2% | $4,779+161.8% |
| Participant deferral / active EE | $4,083 | $7,641-46.6% | $6,927-41.0% | $5,609-27.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |