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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,910 | $190,916-10.0% | $160,037+7.4% | $134,545+27.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.45% | 552.79%-560.2pp | 408.95%-416.4pp | 418.37%-425.8pp |
| Employer contribution / active EE | $13,999 | $4,996+180.2% | $4,226+231.3% | $4,742+195.2% |
| Participant deferral / active EE | $13,393 | $6,925+93.4% | $6,184+116.6% | $6,401+109.2% |
| Admin fee / account holder | $120 | $10,497-98.9% | $8,716-98.6% | $11,431-99.0% |