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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,117 | $138,078-18.8% | $125,363-10.6% | $134,509-16.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.13% | 750.49%-766.6pp | 572.15%-588.3pp | 418.13%-434.3pp |
| Employer contribution / active EE | $1,227 | $5,245-76.6% | $4,815-74.5% | $4,741-74.1% |
| Participant deferral / active EE | $9,347 | $7,800+19.8% | $7,447+25.5% | $6,400+46.0% |
| Admin fee / account holder | $28 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |