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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,507 | $135,645+43.4% | $110,243+76.4% | $135,380+43.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.65% | 513.24%-520.9pp | 314.76%-322.4pp | 519.81%-527.5pp |
| Employer contribution / active EE | $10,179 | $4,907+107.5% | $3,827+166.0% | $4,779+113.0% |
| Participant deferral / active EE | $4,083 | $5,507-25.9% | $4,672-12.6% | $5,609-27.2% |
| Admin fee / account holder | $9 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |