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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,399 | $135,645+72.8% | $110,243+112.6% | $135,380+73.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.61% | 513.24%-520.8pp | 314.76%-322.4pp | 519.81%-527.4pp |
| Employer contribution / active EE | $36,500 | $4,907+643.9% | $3,827+853.8% | $4,779+663.8% |
| Participant deferral / active EE | $18,500 | $5,507+235.9% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $140 | $11,458-98.8% | $8,548-98.4% | $10,828-98.7% |