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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,243 | $135,645-33.5% | $110,243-18.1% | $135,379-33.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.02% | 513.24%-521.3pp | 314.76%-322.8pp | 519.79%-527.8pp |
| Employer contribution / active EE | $15,000 | $4,907+205.7% | $3,827+292.0% | $4,779+213.9% |
| Participant deferral / active EE | $10,963 | $5,507+99.1% | $4,672+134.6% | $5,609+95.5% |
| Admin fee / account holder | $300 | $11,458-97.4% | $8,548-96.5% | $10,828-97.2% |