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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,374 | $138,078-15.7% | $125,363-7.2% | $134,509-13.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.68% | 750.49%-764.2pp | 572.15%-585.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $1,994 | $5,245-62.0% | $4,815-58.6% | $4,741-57.9% |
| Participant deferral / active EE | $3,233 | $7,800-58.6% | $7,447-56.6% | $6,400-49.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |