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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,279 | $190,879+1.3% | $160,009+20.8% | $134,532+43.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.94% | 552.63%-558.6pp | 408.85%-414.8pp | 418.27%-424.2pp |
| Employer contribution / active EE | $7,500 | $4,995+50.2% | $4,225+77.5% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |