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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,321 | $180,462-25.6% | $154,111-12.8% | $135,379-0.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.27% | 888.17%-894.4pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $4,908 | $6,036-18.7% | $5,298-7.4% | $4,779+2.7% |
| Participant deferral / active EE | $7,230 | $5,806+24.5% | $5,081+42.3% | $5,609+28.9% |
| Admin fee / account holder | $279 | $16,145-98.3% | $13,411-97.9% | $10,828-97.4% |