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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,699 | $135,645-36.8% | $110,243-22.3% | $135,380-36.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.00% | 513.24%-521.2pp | 314.76%-322.8pp | 519.81%-527.8pp |
| Employer contribution / active EE | $9,165 | $4,907+86.8% | $3,827+139.5% | $4,779+91.8% |
| Participant deferral / active EE | $6,938 | $5,507+26.0% | $4,672+48.5% | $5,609+23.7% |
| Admin fee / account holder | $2 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |