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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,526 | $135,639-39.2% | $110,241-25.1% | $135,382-39.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.30% | 513.21%-518.5pp | 314.75%-320.0pp | 519.77%-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 | $11,457-99.9% | $8,548-99.8% | $10,829-99.9% |