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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,181 | $138,102-7.2% | $125,381+2.2% | $134,532-4.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.30% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $15,461 | $5,245+194.8% | $4,815+221.1% | $4,741+226.1% |
| Participant deferral / active EE | $10,407 | $7,801+33.4% | $7,448+39.7% | $6,401+62.6% |
| Admin fee / account holder | -$144 | $11,568-101.2% | $10,007-101.4% | $11,429-101.3% |