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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,980 | $138,075+55.7% | $123,552+74.0% | $135,379+58.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.03% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $15,921 | $5,152+209.0% | $4,628+244.0% | $4,779+233.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |