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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,869 | $160,059-28.2% | $140,019-18.0% | $135,380-15.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.21% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $6,362 | $6,420-0.9% | $5,605+13.5% | $4,779+33.1% |
| Participant deferral / active EE | $4,229 | $7,641-44.7% | $6,927-38.9% | $5,609-24.6% |
| Admin fee / account holder | $15 | $13,328-99.9% | $10,705-99.9% | $10,828-99.9% |