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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,695 | $138,102-15.5% | $125,381-6.9% | $134,532-13.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.74% | 750.73%-770.5pp | 572.31%-592.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $19,584 | $5,245+273.4% | $4,815+306.7% | $4,741+313.1% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $19 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |