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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,208 | $180,459-22.9% | $154,108-9.7% | $135,380+2.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.85% | 888.21%-896.1pp | 735.21%-743.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $9,340 | $6,035+54.8% | $5,298+76.3% | $4,779+95.4% |
| Participant deferral / active EE | $5,430 | $5,806-6.5% | $5,081+6.9% | $5,609-3.2% |
| Admin fee / account holder | $165 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |