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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,766 | $160,059-19.6% | $140,019-8.0% | $135,379-4.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.32% | 911.44%-915.8pp | 651.15%-655.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $7,340 | $6,420+14.3% | $5,605+30.9% | $4,779+53.6% |
| Participant deferral / active EE | $9,930 | $7,641+30.0% | $6,927+43.4% | $5,609+77.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |