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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,496 | $160,059-13.5% | $140,019-1.1% | $135,380+2.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.91% | 911.48%-920.4pp | 651.17%-660.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $14,120 | $6,420+120.0% | $5,605+151.9% | $4,779+195.5% |
| Participant deferral / active EE | $8,167 | $7,641+6.9% | $6,927+17.9% | $5,609+45.6% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |