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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,104 | $138,076+44.9% | $123,553+62.0% | $135,380+47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.84% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $11,332 | $5,152+120.0% | $4,628+144.8% | $4,779+137.1% |
| Participant deferral / active EE | $10,750 | $6,800+58.1% | $6,426+67.3% | $5,609+91.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |