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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,986 | $138,076+68.7% | $123,553+88.6% | $135,380+72.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.37% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $2,469 | $5,152-52.1% | $4,628-46.7% | $4,779-48.3% |
| Participant deferral / active EE | $7,154 | $6,800+5.2% | $6,426+11.3% | $5,609+27.6% |
| Admin fee / account holder | $79 | $10,917-99.3% | $9,284-99.1% | $10,828-99.3% |