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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,934 | $138,070+46.3% | $123,549+63.4% | $135,377+49.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.97% | 153.69%-158.7pp | 119.20%-124.2pp | 519.75%-524.7pp |
| Employer contribution / active EE | $46,042 | $5,152+793.7% | $4,628+894.9% | $4,779+863.5% |
| Participant deferral / active EE | $3,000 | $6,799-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,828-100.0% |