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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,608 | $135,6450% | $110,243+23.0% | $135,380+0.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $8,237 | $4,907+67.9% | $3,827+115.2% | $4,779+72.4% |
| Participant deferral / active EE | $5,800 | $5,507+5.3% | $4,672+24.1% | $5,609+3.4% |
| Admin fee / account holder | $74 | $11,458-99.4% | $8,548-99.1% | $10,828-99.3% |