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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,400 | $138,102-58.4% | $125,381-54.2% | $134,532-57.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.47% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $5,587 | $5,245+6.5% | $4,815+16.0% | $4,741+17.8% |
| Participant deferral / active EE | $13,925 | $7,801+78.5% | $7,448+87.0% | $6,401+117.5% |
| Admin fee / account holder | $18 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |