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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,127 | $190,916-35.0% | $160,037-22.4% | $134,545-7.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.34% | 552.79%-572.1pp | 408.95%-428.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $11,728 | $4,996+134.8% | $4,226+177.5% | $4,742+147.3% |
| Participant deferral / active EE | $21,240 | $6,925+206.7% | $6,184+243.5% | $6,401+231.8% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |