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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,686 | $138,102-2.5% | $125,381+7.4% | $134,532+0.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.70% | 750.73%-758.4pp | 572.31%-580.0pp | 418.27%-426.0pp |
| Employer contribution / active EE | $8,805 | $5,245+67.9% | $4,815+82.9% | $4,741+85.7% |
| Participant deferral / active EE | $8,805 | $7,801+12.9% | $7,448+18.2% | $6,401+37.6% |
| Admin fee / account holder | $65 | $11,568-99.4% | $10,007-99.4% | $11,429-99.4% |