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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,275 | $92,743+168.8% | $82,744+201.3% | $134,532+85.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.05% | 946.63%-960.7pp | 702.22%-716.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $3,934 | $3,273+20.2% | $3,008+30.8% | $4,741-17.0% |
| Participant deferral / active EE | $7,901 | $4,802+64.5% | $4,395+79.8% | $6,401+23.4% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |