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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,077 | $138,114-16.7% | $125,391-8.2% | $134,545-14.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.91% | 750.88%-761.8pp | 572.41%-583.3pp | 418.37%-429.3pp |
| Employer contribution / active EE | $1,365 | $5,246-74.0% | $4,816-71.6% | $4,742-71.2% |
| Participant deferral / active EE | $6,551 | $7,801-16.0% | $7,448-12.0% | $6,401+2.3% |
| Admin fee / account holder | $198 | $11,570-98.3% | $10,009-98.0% | $11,431-98.3% |