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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,673 | $160,059-24.6% | $140,019-13.8% | $135,379-10.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.04% | 911.44%-919.5pp | 651.15%-659.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $15,143 | $6,420+135.9% | $5,605+170.1% | $4,779+216.9% |
| Participant deferral / active EE | $13,808 | $7,641+80.7% | $6,927+99.4% | $5,609+146.2% |
| Admin fee / account holder | $178 | $13,328-98.7% | $10,705-98.3% | $10,828-98.4% |