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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,198 | $180,459-22.9% | $154,108-9.7% | $135,380+2.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.32% | 888.21%-888.5pp | 735.21%-735.5pp | 519.81%-520.1pp |
| Employer contribution / active EE | $3,385 | $6,035-43.9% | $5,298-36.1% | $4,779-29.2% |
| Participant deferral / active EE | $4,274 | $5,806-26.4% | $5,081-15.9% | $5,609-23.8% |
| Admin fee / account holder | $265 | $16,145-98.4% | $13,411-98.0% | $10,828-97.6% |