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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,895 | $180,459-28.6% | $154,108-16.4% | $135,380-4.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.43% | 888.21%-892.6pp | 735.21%-739.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $24,000 | $6,035+297.7% | $5,298+353.0% | $4,779+402.2% |
| Participant deferral / active EE | $18,500 | $5,806+218.6% | $5,081+264.1% | $5,609+229.8% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |