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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,175 | $180,459-24.0% | $154,108-11.0% | $135,380+1.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.97% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $5,213 | $6,035-13.6% | $5,298-1.6% | $4,779+9.1% |
| Participant deferral / active EE | $12,388 | $5,806+113.3% | $5,081+143.8% | $5,609+120.9% |
| Admin fee / account holder | $167 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |