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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,824 | $160,059-20.1% | $140,019-8.7% | $135,380-5.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.12% | 911.48%-920.6pp | 651.17%-660.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $9,626 | $6,420+49.9% | $5,605+71.7% | $4,779+101.4% |
| Participant deferral / active EE | $9,700 | $7,641+27.0% | $6,927+40.0% | $5,609+72.9% |
| Admin fee / account holder | $44 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |