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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,507 | $138,102-34.5% | $125,381-27.8% | $134,532-32.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.62% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $8,409 | $5,245+60.3% | $4,815+74.6% | $4,741+77.4% |
| Participant deferral / active EE | $13,496 | $7,801+73.0% | $7,448+81.2% | $6,401+110.8% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |