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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,637 | $135,645-8.9% | $110,243+12.1% | $135,380-8.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.72% | 513.24%-521.0pp | 314.76%-322.5pp | 519.81%-527.5pp |
| Employer contribution / active EE | $3,019 | $4,907-38.5% | $3,827-21.1% | $4,779-36.8% |
| Participant deferral / active EE | $8,694 | $5,507+57.9% | $4,672+86.1% | $5,609+55.0% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |