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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,462 | $138,076+14.0% | $123,553+27.4% | $135,380+16.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.00% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $17,907 | $5,152+247.6% | $4,628+286.9% | $4,779+274.7% |
| Participant deferral / active EE | $5,375 | $6,800-21.0% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $230 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |