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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,565 | $138,075+69.2% | $123,552+89.0% | $135,379+72.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.54% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $7,158 | $5,152+38.9% | $4,628+54.7% | $4,779+49.8% |
| Participant deferral / active EE | $13,971 | $6,800+105.5% | $6,426+117.4% | $5,609+149.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |