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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,279 | $138,102-15.1% | $125,381-6.5% | $134,532-12.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.97% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,295 | $5,245-18.1% | $4,815-10.8% | $4,741-9.4% |
| Participant deferral / active EE | $14,045 | $7,801+80.0% | $7,448+88.6% | $6,401+119.4% |
| Admin fee / account holder | $97 | $11,568-99.2% | $10,007-99.0% | $11,429-99.2% |