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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,572 | $138,102-18.5% | $125,381-10.2% | $134,532-16.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.70% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $5,536 | $5,245+5.5% | $4,815+15.0% | $4,741+16.8% |
| Participant deferral / active EE | $11,260 | $7,801+44.4% | $7,448+51.2% | $6,401+75.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |