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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,325 | $138,114-31.7% | $125,391-24.8% | $134,545-29.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.72% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $9,182 | $5,246+75.0% | $4,816+90.7% | $4,742+93.6% |
| Participant deferral / active EE | $7,842 | $7,801+0.5% | $7,448+5.3% | $6,401+22.5% |
| Admin fee / account holder | $22 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |