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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,874 | $160,059-5.7% | $140,019+7.8% | $135,380+11.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.29% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $4,521 | $6,420-29.6% | $5,605-19.3% | $4,779-5.4% |
| Participant deferral / active EE | $6,281 | $7,641-17.8% | $6,927-9.3% | $5,609+12.0% |
| Admin fee / account holder | $43 | $13,328-99.7% | $10,705-99.6% | $10,828-99.6% |