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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,226 | $133,998+59.1% | $112,263+89.9% | $134,545+58.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.65% | 47.17%-58.8pp | 27.49%-39.1pp | 418.37%-430.0pp |
| Employer contribution / active EE | $7,500 | $4,040+85.6% | $3,636+106.3% | $4,742+58.2% |
| Participant deferral / active EE | $7,553 | $5,292+42.7% | $4,729+59.7% | $6,401+18.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |