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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,013 | $138,075-5.8% | $123,552+5.2% | $135,379-4.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.00% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $10,217 | $5,152+98.3% | $4,628+120.8% | $4,779+113.8% |
| Participant deferral / active EE | $12,550 | $6,800+84.6% | $6,426+95.3% | $5,609+123.7% |
| Admin fee / account holder | $92 | $10,917-99.2% | $9,285-99.0% | $10,828-99.1% |