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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,165 | $138,076+13.8% | $123,553+27.2% | $135,380+16.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.67% | 153.70%-157.4pp | 119.21%-122.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $31,531 | $5,152+512.0% | $4,628+581.3% | $4,779+559.8% |
| Participant deferral / active EE | $14,875 | $6,800+118.8% | $6,426+131.5% | $5,609+165.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |