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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,269 | $190,916-16.6% | $160,037-0.5% | $134,545+18.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.76% | 552.79%-554.5pp | 408.95%-410.7pp | 418.37%-420.1pp |
| Employer contribution / active EE | $20,500 | $4,996+310.4% | $4,226+385.1% | $4,742+332.3% |
| Participant deferral / active EE | $20,500 | $6,925+196.0% | $6,184+231.5% | $6,401+220.2% |
| Admin fee / account holder | $25 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |