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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,919 | $138,076+45.5% | $123,553+62.6% | $135,380+48.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.85% | 153.70%-160.5pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,836 | $5,152-25.5% | $4,628-17.1% | $4,779-19.7% |
| Participant deferral / active EE | $11,625 | $6,800+71.0% | $6,426+80.9% | $5,609+107.3% |
| Admin fee / account holder | $20 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |