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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,281 | $92,743+151.5% | $82,744+181.9% | $134,532+73.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.52% | 946.63%-961.2pp | 702.22%-716.7pp | 418.27%-432.8pp |
| Employer contribution / active EE | $5,845 | $3,273+78.6% | $3,008+94.3% | $4,741+23.3% |
| Participant deferral / active EE | $17,185 | $4,802+257.9% | $4,395+291.1% | $6,401+168.5% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |