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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,136 | $135,645+8.5% | $110,243+33.5% | $135,380+8.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.42% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,679 | $4,907-65.8% | $3,827-56.1% | $4,779-64.9% |
| Participant deferral / active EE | $5,002 | $5,507-9.2% | $4,672+7.1% | $5,609-10.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |