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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,769 | $88,603+146.9% | $69,890+213.0% | $134,545+62.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -12.74% | 442.93%-455.7pp | 190.84%-203.6pp | 418.37%-431.1pp |
| Employer contribution / active EE | $4,350 | $3,236+34.4% | $2,560+69.9% | $4,742-8.3% |
| Participant deferral / active EE | $20,400 | $4,771+327.6% | $3,848+430.1% | $6,401+218.7% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |