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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,997 | $138,076+21.7% | $123,553+36.0% | $135,380+24.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.08% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $15,737 | $5,152+205.5% | $4,628+240.0% | $4,779+229.3% |
| Participant deferral / active EE | $14,647 | $6,800+115.4% | $6,426+127.9% | $5,609+161.1% |
| Admin fee / account holder | $5 | $10,917-100.0% | $9,284-99.9% | $10,828-100.0% |