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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,572 | $138,078-18.5% | $125,363-10.2% | $134,509-16.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.70% | 750.49%-767.2pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $5,536 | $5,245+5.6% | $4,815+15.0% | $4,741+16.8% |
| Participant deferral / active EE | $11,260 | $7,800+44.4% | $7,447+51.2% | $6,400+75.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |