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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,050 | $180,466-26.8% | $154,114-14.3% | $135,382-2.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.44% | 888.15%-894.6pp | 735.16%-741.6pp | 519.77%-526.2pp |
| Employer contribution / active EE | $8,002 | $6,035+32.6% | $5,298+51.0% | $4,779+67.4% |
| Participant deferral / active EE | $29,163 | $5,806+402.3% | $5,081+474.0% | $5,609+419.9% |
| Admin fee / account holder | $15 | $16,144-99.9% | $13,411-99.9% | $10,829-99.9% |