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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,376 | $152,597+43.1% | $117,533+85.8% | $134,532+62.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -0.57% | 53.04%-53.6pp | 29.77%-30.3pp | 418.27%-418.8pp |
| Employer contribution / active EE | $39,200 | $5,576+603.0% | $4,179+838.0% | $4,741+726.8% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $98 | $7,007-98.6% | $5,647-98.3% | $11,429-99.1% |