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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,526 | $135,645-39.2% | $110,243-25.1% | $135,379-39.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.30% | 513.24%-518.5pp | 314.76%-320.1pp | 519.79%-525.1pp |
| Employer contribution / active EE | $4,952 | $4,907+0.9% | $3,827+29.4% | $4,779+3.6% |
| Participant deferral / active EE | $14,235 | $5,507+158.5% | $4,672+204.7% | $5,609+153.8% |
| Admin fee / account holder | $13 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |