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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,198 | $138,102-21.7% | $125,381-13.7% | $134,532-19.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.54% | 750.73%-768.3pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $6,068 | $5,245+15.7% | $4,815+26.0% | $4,741+28.0% |
| Participant deferral / active EE | $9,184 | $7,801+17.7% | $7,448+23.3% | $6,401+43.5% |
| Admin fee / account holder | $280 | $11,568-97.6% | $10,007-97.2% | $11,429-97.5% |