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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,537 | $160,059-24.7% | $140,019-13.9% | $135,379-11.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.58% | 911.44%-919.0pp | 651.15%-658.7pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,711 | $6,420-42.2% | $5,605-33.8% | $4,779-22.3% |
| Participant deferral / active EE | $11,557 | $7,641+51.3% | $6,927+66.9% | $5,609+106.1% |
| Admin fee / account holder | $3 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |