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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,063 | $180,459-25.7% | $154,108-13.0% | $135,380-1.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.14% | 888.21%-894.3pp | 735.21%-741.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $3,703 | $6,035-38.6% | $5,298-30.1% | $4,779-22.5% |
| Participant deferral / active EE | $5,143 | $5,806-11.4% | $5,081+1.2% | $5,609-8.3% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |