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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,206 | $138,075+66.0% | $123,552+85.5% | $135,379+69.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.55% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $13,867 | $5,152+169.2% | $4,628+199.6% | $4,779+190.2% |
| Participant deferral / active EE | $8,000 | $6,800+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $40 | $10,917-99.6% | $9,285-99.6% | $10,828-99.6% |