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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,334 | $106,549+69.2% | $91,225+97.7% | $134,509+34.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.72% | 160.73%-180.5pp | 114.10%-133.8pp | 418.13%-437.9pp |
| Employer contribution / active EE | $3,714 | $3,331+11.5% | $2,851+30.3% | $4,741-21.6% |
| Participant deferral / active EE | $12,518 | $4,719+165.3% | $4,234+195.7% | $6,400+95.6% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,427-100.0% |