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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,605 | $160,059-55.3% | $140,019-48.9% | $135,380-47.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.32% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $8,194 | $6,420+27.6% | $5,605+46.2% | $4,779+71.5% |
| Participant deferral / active EE | $9,844 | $7,641+28.8% | $6,927+42.1% | $5,609+75.5% |
| Admin fee / account holder | $158 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |