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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,095 | $160,059-15.0% | $140,019-2.8% | $135,379+0.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.96% | 911.44%-919.4pp | 651.15%-659.1pp | 519.79%-527.7pp |
| Employer contribution / active EE | $10,581 | $6,420+64.8% | $5,605+88.8% | $4,779+121.4% |
| Participant deferral / active EE | $14,831 | $7,641+94.1% | $6,927+114.1% | $5,609+164.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |