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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,095 | $138,102-43.5% | $125,381-37.7% | $134,532-42.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.28% | 750.73%-771.0pp | 572.31%-592.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $9,856 | $5,245+87.9% | $4,815+104.7% | $4,741+107.9% |
| Participant deferral / active EE | $7,646 | $7,801-2.0% | $7,448+2.7% | $6,401+19.5% |
| Admin fee / account holder | $122 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |