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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,874 | $138,078-63.2% | $125,363-59.4% | $134,509-62.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.43% | 750.49%-768.9pp | 572.15%-590.6pp | 418.13%-436.6pp |
| Employer contribution / active EE | $5,705 | $5,245+8.8% | $4,815+18.5% | $4,741+20.4% |
| Participant deferral / active EE | $9,935 | $7,800+27.4% | $7,447+33.4% | $6,400+55.2% |
| Admin fee / account holder | $157 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |