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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,476 | $138,102-28.0% | $125,381-20.7% | $134,532-26.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.46% | 750.73%-759.2pp | 572.31%-580.8pp | 418.27%-426.7pp |
| Employer contribution / active EE | $8,872 | $5,245+69.1% | $4,815+84.3% | $4,741+87.1% |
| Participant deferral / active EE | $8,667 | $7,801+11.1% | $7,448+16.4% | $6,401+35.4% |
| Admin fee / account holder | $53 | $11,568-99.5% | $10,007-99.5% | $11,429-99.5% |