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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,428 | $138,102-36.7% | $125,381-30.3% | $134,532-35.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.76% | 750.73%-762.5pp | 572.31%-584.1pp | 418.27%-430.0pp |
| Employer contribution / active EE | $16,966 | $5,245+223.5% | $4,815+252.3% | $4,741+257.9% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $10 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |