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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,092 | $138,076+44.9% | $123,553+61.9% | $135,380+47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.10% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $5,623 | $5,152+9.1% | $4,628+21.5% | $4,779+17.7% |
| Participant deferral / active EE | $11,013 | $6,800+62.0% | $6,426+71.4% | $5,609+96.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |