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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,009 | $138,114-30.5% | $125,391-23.4% | $134,545-28.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.54% | 750.88%-770.4pp | 572.41%-592.0pp | 418.37%-437.9pp |
| Employer contribution / active EE | $3,602 | $5,246-31.3% | $4,816-25.2% | $4,742-24.0% |
| Participant deferral / active EE | $8,597 | $7,801+10.2% | $7,448+15.4% | $6,401+34.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |