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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,525 | $138,114-9.1% | $125,391+0.1% | $134,545-6.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.82% | 750.88%-768.7pp | 572.41%-590.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,993 | $5,246-42.9% | $4,816-37.8% | $4,742-36.9% |
| Participant deferral / active EE | $9,168 | $7,801+17.5% | $7,448+23.1% | $6,401+43.2% |
| Admin fee / account holder | $163 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |