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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,147 | $92,766+62.9% | $82,763+82.6% | $134,545+12.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.15% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,734 | $3,273-16.5% | $3,008-9.1% | $4,742-42.3% |
| Participant deferral / active EE | $19,507 | $4,802+306.2% | $4,395+343.8% | $6,401+204.7% |
| Admin fee / account holder | $244 | $5,978-95.9% | $5,325-95.4% | $11,431-97.9% |