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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,909 | $138,078-23.3% | $125,363-15.5% | $134,509-21.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.44% | 750.49%-767.9pp | 572.15%-589.6pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,268 | $5,245-75.8% | $4,815-73.7% | $4,741-73.3% |
| Participant deferral / active EE | $10,016 | $7,800+28.4% | $7,447+34.5% | $6,400+56.5% |
| Admin fee / account holder | $284 | $11,566-97.5% | $10,005-97.2% | $11,427-97.5% |