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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,407 | $138,076+70.5% | $123,553+90.5% | $135,380+73.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.02% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $8,824 | $5,152+71.3% | $4,628+90.7% | $4,779+84.6% |
| Participant deferral / active EE | $17,519 | $6,800+157.6% | $6,426+172.6% | $5,609+212.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |