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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,585 | $138,076-2.5% | $123,553+8.9% | $135,380-0.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.94% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $6,328 | $5,152+22.8% | $4,628+36.7% | $4,779+32.4% |
| Participant deferral / active EE | $13,333 | $6,800+96.1% | $6,426+107.5% | $5,609+137.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |