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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,681 | $138,072-5.4% | $123,549+5.8% | $135,382-3.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.06% | 153.69%-160.8pp | 119.20%-126.3pp | 519.77%-526.8pp |
| Employer contribution / active EE | $11,514 | $5,152+123.5% | $4,628+148.8% | $4,779+140.9% |
| Participant deferral / active EE | $5,872 | $6,799-13.6% | $6,426-8.6% | $5,609+4.7% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |