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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,590 | $135,645-36.9% | $110,243-22.4% | $135,380-36.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.90% | 513.24%-514.1pp | 314.76%-315.7pp | 519.81%-520.7pp |
| Employer contribution / active EE | $5,268 | $4,907+7.4% | $3,827+37.7% | $4,779+10.2% |
| Participant deferral / active EE | $10,196 | $5,507+85.2% | $4,672+118.2% | $5,609+81.8% |
| Admin fee / account holder | $146 | $11,458-98.7% | $8,548-98.3% | $10,828-98.7% |