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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,089 | $138,076+29.0% | $123,553+44.1% | $135,380+31.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.28% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $14,500 | $5,152+181.5% | $4,628+213.3% | $4,779+203.4% |
| Participant deferral / active EE | $12,505 | $6,800+83.9% | $6,426+94.6% | $5,609+122.9% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |