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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,333 | $180,459-22.2% | $154,108-8.9% | $135,380+3.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.31% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $8,884 | $6,035+47.2% | $5,298+67.7% | $4,779+85.9% |
| Participant deferral / active EE | $10,773 | $5,806+85.5% | $5,081+112.0% | $5,609+92.1% |
| Admin fee / account holder | $225 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |