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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,014 | $135,645+8.4% | $110,243+33.4% | $135,380+8.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.03% | 513.24%-521.3pp | 314.76%-322.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $4,252 | $4,907-13.3% | $3,827+11.1% | $4,779-11.0% |
| Participant deferral / active EE | $7,803 | $5,507+41.7% | $4,672+67.0% | $5,609+39.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |