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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,399 | $138,102-23.0% | $125,381-15.1% | $134,532-20.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.28% | 750.73%-767.0pp | 572.31%-588.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $2,753 | $5,245-47.5% | $4,815-42.8% | $4,741-41.9% |
| Participant deferral / active EE | $8,419 | $7,801+7.9% | $7,448+13.0% | $6,401+31.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |