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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,974 | $160,059-42.5% | $140,019-34.3% | $135,382-32.1% |
| Participation rate | 90.9% | 88.5%+2.4pp | 87.5%+3.4pp | 82.6%+8.3pp |
| Annual return | -8.78% | 911.44%-920.2pp | 651.15%-659.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $5,815 | $6,420-9.4% | $5,605+3.7% | $4,779+21.7% |
| Participant deferral / active EE | $11,629 | $7,641+52.2% | $6,927+67.9% | $5,609+107.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |