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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,767 | $180,462-24.8% | $154,111-11.9% | $135,379+0.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.94% | 888.17%-892.1pp | 735.18%-739.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $11,027 | $6,036+82.7% | $5,298+108.1% | $4,779+130.7% |
| Participant deferral / active EE | $10,912 | $5,806+87.9% | $5,081+114.8% | $5,609+94.5% |
| Admin fee / account holder | $45 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |