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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,586 | $152,542+0.7% | $117,498+30.7% | $134,509+14.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -8.17% | 53.02%-61.2pp | 29.75%-37.9pp | 418.13%-426.3pp |
| Employer contribution / active EE | $23,916 | $5,574+329.1% | $4,178+472.4% | $4,741+404.5% |
| Participant deferral / active EE | $10,250 | $4,819+112.7% | $4,071+151.8% | $6,400+60.1% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |