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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,354 | $106,557+37.3% | $91,227+60.4% | $134,545+8.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.23% | 160.81%-180.0pp | 114.14%-133.4pp | 418.37%-437.6pp |
| Employer contribution / active EE | $23,370 | $3,332+601.4% | $2,851+719.7% | $4,742+392.9% |
| Participant deferral / active EE | $11,750 | $4,719+149.0% | $4,234+177.5% | $6,401+83.6% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |