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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,983 | $160,059-9.4% | $140,019+3.5% | $135,380+7.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.27% | 911.48%-916.7pp | 651.17%-656.4pp | 519.81%-525.1pp |
| Employer contribution / active EE | $4,747 | $6,420-26.0% | $5,605-15.3% | $4,779-0.7% |
| Participant deferral / active EE | $18,333 | $7,641+139.9% | $6,927+164.7% | $5,609+226.9% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |