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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,226 | $138,076-4.2% | $123,553+7.0% | $135,380-2.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $10,018 | $5,152+94.4% | $4,628+116.5% | $4,779+109.6% |
| Participant deferral / active EE | $4,921 | $6,800-27.6% | $6,426-23.4% | $5,609-12.3% |
| Admin fee / account holder | $275 | $10,917-97.5% | $9,284-97.0% | $10,828-97.5% |