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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,114 | $190,916-33.4% | $160,037-20.6% | $134,545-5.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.92% | 552.79%-568.7pp | 408.95%-424.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $10,128 | $4,996+102.7% | $4,226+139.7% | $4,742+113.6% |
| Participant deferral / active EE | $7,311 | $6,925+5.6% | $6,184+18.2% | $6,401+14.2% |
| Admin fee / account holder | $20 | $10,497-99.8% | $8,716-99.8% | $11,431-99.8% |