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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,986 | $138,078-17.4% | $125,363-9.1% | $134,509-15.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.20% | 750.49%-769.7pp | 572.15%-591.3pp | 418.13%-437.3pp |
| Employer contribution / active EE | $3,340 | $5,245-36.3% | $4,815-30.6% | $4,741-29.5% |
| Participant deferral / active EE | $11,900 | $7,800+52.6% | $7,447+59.8% | $6,400+85.9% |
| Admin fee / account holder | $55 | $11,566-99.5% | $10,005-99.4% | $11,427-99.5% |