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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,427 | $190,879-47.9% | $160,009-37.9% | $134,532-26.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.47% | 552.63%-568.1pp | 408.85%-424.3pp | 418.27%-433.7pp |
| Employer contribution / active EE | $8,418 | $4,995+68.5% | $4,225+99.2% | $4,741+77.5% |
| Participant deferral / active EE | $17,057 | $6,924+146.3% | $6,183+175.9% | $6,401+166.5% |
| Admin fee / account holder | $5 | $10,495-100.0% | $8,715-99.9% | $11,429-100.0% |