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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,975 | $138,114-24.7% | $125,391-17.1% | $134,545-22.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.63% | 750.88%-762.5pp | 572.41%-584.0pp | 418.37%-430.0pp |
| Employer contribution / active EE | $12,026 | $5,246+129.2% | $4,816+149.7% | $4,742+153.6% |
| Participant deferral / active EE | $11,462 | $7,801+46.9% | $7,448+53.9% | $6,401+79.1% |
| Admin fee / account holder | $290 | $11,570-97.5% | $10,009-97.1% | $11,431-97.5% |