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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,443 | $138,078-6.3% | $125,363+3.3% | $134,509-3.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.77% | 750.49%-763.3pp | 572.15%-584.9pp | 418.13%-430.9pp |
| Employer contribution / active EE | $35,000 | $5,245+567.3% | $4,815+626.9% | $4,741+638.3% |
| Participant deferral / active EE | $18,764 | $7,800+140.6% | $7,447+152.0% | $6,400+193.2% |
| Admin fee / account holder | $60 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |