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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,955 | $138,076+7.9% | $123,553+20.6% | $135,380+10.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.87% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $30,625 | $5,152+494.5% | $4,628+561.7% | $4,779+540.8% |
| Participant deferral / active EE | $5,415 | $6,800-20.4% | $6,426-15.7% | $5,609-3.5% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |