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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,807 | $190,916-36.7% | $160,037-24.5% | $134,545-10.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.82% | 552.79%-559.6pp | 408.95%-415.8pp | 418.37%-425.2pp |
| Employer contribution / active EE | $35,100 | $4,996+602.6% | $4,226+730.6% | $4,742+640.3% |
| Participant deferral / active EE | $18,000 | $6,925+159.9% | $6,184+191.1% | $6,401+181.2% |
| Admin fee / account holder | $127 | $10,497-98.8% | $8,716-98.5% | $11,431-98.9% |