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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,323 | $138,102-31.7% | $125,381-24.8% | $134,532-29.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.39% | 750.73%-760.1pp | 572.31%-581.7pp | 418.27%-427.7pp |
| Employer contribution / active EE | $1,186 | $5,245-77.4% | $4,815-75.4% | $4,741-75.0% |
| Participant deferral / active EE | $2,730 | $7,801-65.0% | $7,448-63.4% | $6,401-57.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |