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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,120 | $135,645-35.0% | $110,243-20.1% | $135,379-34.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.09% | 513.24%-521.3pp | 314.76%-322.8pp | 519.79%-527.9pp |
| Employer contribution / active EE | $7,099 | $4,907+44.7% | $3,827+85.5% | $4,779+48.6% |
| Participant deferral / active EE | $10,625 | $5,507+92.9% | $4,672+127.4% | $5,609+89.4% |
| Admin fee / account holder | $215 | $11,458-98.1% | $8,548-97.5% | $10,828-98.0% |