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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,356 | $160,059-9.8% | $140,019+3.1% | $135,380+6.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.66% | 911.48%-920.1pp | 651.17%-659.8pp | 519.81%-528.5pp |
| Employer contribution / active EE | $5,563 | $6,420-13.3% | $5,605-0.8% | $4,779+16.4% |
| Participant deferral / active EE | $7,803 | $7,641+2.1% | $6,927+12.6% | $5,609+39.1% |
| Admin fee / account holder | $141 | $13,328-98.9% | $10,705-98.7% | $10,828-98.7% |