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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,007 | $138,078-40.6% | $125,363-34.6% | $134,509-39.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.58% | 750.49%-766.1pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $11,975 | $5,245+128.3% | $4,815+148.7% | $4,741+152.6% |
| Participant deferral / active EE | $5,400 | $7,800-30.8% | $7,447-27.5% | $6,400-15.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |