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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,536 | $138,078-11.3% | $125,363-2.3% | $134,509-8.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.49% | 750.49%-771.0pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $11,099 | $5,245+111.6% | $4,815+130.5% | $4,741+134.1% |
| Participant deferral / active EE | $11,087 | $7,800+42.1% | $7,447+48.9% | $6,400+73.2% |
| Admin fee / account holder | $59 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |