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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,895 | $138,076-13.2% | $123,553-3.0% | $135,380-11.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.18% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,301 | $5,152+22.3% | $4,628+36.2% | $4,779+31.9% |
| Participant deferral / active EE | $16,170 | $6,800+137.8% | $6,426+151.6% | $5,609+188.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |