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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,527 | $92,766+63.3% | $82,763+83.1% | $134,545+12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.59% | 946.97%-961.6pp | 702.45%-717.0pp | 418.37%-433.0pp |
| Employer contribution / active EE | $5,145 | $3,273+57.2% | $3,008+71.0% | $4,742+8.5% |
| Participant deferral / active EE | $11,679 | $4,802+143.2% | $4,395+165.7% | $6,401+82.4% |
| Admin fee / account holder | $284 | $5,978-95.2% | $5,325-94.7% | $11,431-97.5% |