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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,452 | $160,059-49.1% | $140,019-41.8% | $135,382-39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.87% | 911.44%-920.3pp | 651.15%-660.0pp | 519.77%-528.6pp |
| Employer contribution / active EE | $7,916 | $6,420+23.3% | $5,605+41.2% | $4,779+65.7% |
| Participant deferral / active EE | $3,811 | $7,641-50.1% | $6,927-45.0% | $5,609-32.0% |
| Admin fee / account holder | $51 | $13,328-99.6% | $10,705-99.5% | $10,829-99.5% |