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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,928 | $190,879-27.7% | $160,009-13.8% | $134,532+2.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.83% | 552.63%-567.5pp | 408.85%-423.7pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,300 | $4,995-74.0% | $4,225-69.2% | $4,741-72.6% |
| Participant deferral / active EE | $9,000 | $6,924+30.0% | $6,183+45.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |