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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,792 | $138,076+80.2% | $123,553+101.4% | $135,380+83.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.13% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $10,904 | $5,152+111.7% | $4,628+135.6% | $4,779+128.2% |
| Participant deferral / active EE | $11,105 | $6,800+63.3% | $6,426+72.8% | $5,609+98.0% |
| Admin fee / account holder | $131 | $10,917-98.8% | $9,284-98.6% | $10,828-98.8% |