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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,186 | $138,078-52.1% | $125,363-47.2% | $134,509-50.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.27% | 750.49%-761.8pp | 572.15%-583.4pp | 418.13%-429.4pp |
| Employer contribution / active EE | $11,655 | $5,245+122.2% | $4,815+142.1% | $4,741+145.9% |
| Participant deferral / active EE | $10,565 | $7,800+35.5% | $7,447+41.9% | $6,400+65.1% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |