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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,159 | $75,962+68.7% | $154,111-16.8% | $64,173+99.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.04% | 30.32%-37.4pp | 735.18%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $7,423 | $3,350+121.6% | $5,298+40.1% | $2,381+211.8% |
| Participant deferral / active EE | $6,100 | $3,175+92.1% | $5,081+20.1% | $3,470+75.8% |
| Admin fee / account holder | $13 | $5,589-99.8% | $13,411-99.9% | $4,887-99.7% |