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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,325 | $138,076+58.8% | $123,553+77.5% | $135,380+62.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $16,667 | $5,152+223.5% | $4,628+260.1% | $4,779+248.8% |
| Participant deferral / active EE | $20,467 | $6,800+201.0% | $6,426+218.5% | $5,609+264.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |