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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,338 | $138,114-12.1% | $125,391-3.2% | $134,545-9.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.52% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,655 | $5,246-68.5% | $4,816-65.6% | $4,742-65.1% |
| Participant deferral / active EE | $6,750 | $7,801-13.5% | $7,448-9.4% | $6,401+5.4% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |