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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,246 | $180,462-50.0% | $154,111-41.4% | $135,379-33.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.19% | 888.17%-894.4pp | 735.18%-741.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $10,445 | $6,036+73.1% | $5,298+97.2% | $4,779+118.6% |
| Participant deferral / active EE | $5,293 | $5,806-8.8% | $5,081+4.2% | $5,609-5.6% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |