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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,465 | $152,591-30.2% | $117,529-9.4% | $134,545-20.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.44% | 53.04%-67.5pp | 29.77%-44.2pp | 418.37%-432.8pp |
| Employer contribution / active EE | $40,500 | $5,576+626.3% | $4,179+869.1% | $4,742+754.2% |
| Participant deferral / active EE | $20,500 | $4,821+325.2% | $4,072+403.4% | $6,401+220.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |