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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,525 | $138,114-38.1% | $125,391-31.8% | $134,545-36.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.25% | 750.88%-760.1pp | 572.41%-581.7pp | 418.37%-427.6pp |
| Employer contribution / active EE | $8,247 | $5,246+57.2% | $4,816+71.3% | $4,742+73.9% |
| Participant deferral / active EE | $8,708 | $7,801+11.6% | $7,448+16.9% | $6,401+36.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |