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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,426 | $138,076-24.4% | $123,553-15.5% | $135,380-22.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.10% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $11,108 | $5,152+115.6% | $4,628+140.0% | $4,779+132.4% |
| Participant deferral / active EE | $12,496 | $6,800+83.8% | $6,426+94.5% | $5,609+122.8% |
| Admin fee / account holder | $27 | $10,917-99.8% | $9,284-99.7% | $10,828-99.7% |