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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,829 | $190,879-16.8% | $160,009-0.7% | $134,532+18.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.98% | 552.63%-571.6pp | 408.85%-427.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $8,462 | $4,995+69.4% | $4,225+100.3% | $4,741+78.5% |
| Participant deferral / active EE | $7,453 | $6,924+7.6% | $6,183+20.5% | $6,401+16.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |