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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,000 | $134,001+79.8% | $112,258+114.7% | $134,509+79.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.07% | 47.15%-62.2pp | 27.47%-42.5pp | 418.13%-433.2pp |
| Employer contribution / active EE | $16,490 | $4,039+308.2% | $3,636+353.6% | $4,741+247.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $20 | $7,491-99.7% | $6,411-99.7% | $11,427-99.8% |