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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,548 | $138,076+59.0% | $123,553+77.7% | $135,380+62.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.94% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $9,356 | $5,152+81.6% | $4,628+102.2% | $4,779+95.8% |
| Participant deferral / active EE | $6,586 | $6,800-3.1% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |