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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,960 | $160,059-11.9% | $140,019+0.7% | $135,380+4.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.97% | 911.48%-918.5pp | 651.17%-658.1pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,800 | $6,420+99.4% | $5,605+128.4% | $4,779+167.8% |
| Participant deferral / active EE | $9,250 | $7,641+21.1% | $6,927+33.5% | $5,609+64.9% |
| Admin fee / account holder | $11 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |