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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,085 | $138,114-25.4% | $125,391-17.8% | $134,545-23.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -19.64% | 750.88%-770.5pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $2,587 | $5,246-50.7% | $4,816-46.3% | $4,742-45.4% |
| Participant deferral / active EE | $9,159 | $7,801+17.4% | $7,448+23.0% | $6,401+43.1% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |