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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,925 | $135,645-24.9% | $110,243-7.5% | $135,380-24.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.49% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,904 | $4,907-40.8% | $3,827-24.1% | $4,779-39.2% |
| Participant deferral / active EE | $3,351 | $5,507-39.2% | $4,672-28.3% | $5,609-40.3% |
| Admin fee / account holder | $9 | $11,458-99.9% | $8,548-99.9% | $10,828-99.9% |