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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,183 | $160,059-24.9% | $140,019-14.2% | $135,380-11.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.71% | 911.48%-913.2pp | 651.17%-652.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $8,848 | $6,420+37.8% | $5,605+57.8% | $4,779+85.1% |
| Participant deferral / active EE | $7,344 | $7,641-3.9% | $6,927+6.0% | $5,609+30.9% |
| Admin fee / account holder | $109 | $13,328-99.2% | $10,705-99.0% | $10,828-99.0% |