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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,870 | $138,075-7.4% | $123,552+3.5% | $135,379-5.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.36% | 153.70%-162.1pp | 119.20%-127.6pp | 519.79%-528.1pp |
| Employer contribution / active EE | $6,395 | $5,152+24.1% | $4,628+38.2% | $4,779+33.8% |
| Participant deferral / active EE | $7,800 | $6,800+14.7% | $6,426+21.4% | $5,609+39.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |