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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,520 | $138,114-17.1% | $125,391-8.7% | $134,545-14.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -9.26% | 750.88%-760.1pp | 572.41%-581.7pp | 418.37%-427.6pp |
| Employer contribution / active EE | $2,276 | $5,246-56.6% | $4,816-52.7% | $4,742-52.0% |
| Participant deferral / active EE | $9,200 | $7,801+17.9% | $7,448+23.5% | $6,401+43.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |