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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,639 | $138,078-48.1% | $125,363-42.9% | $134,509-46.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.73% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $8,809 | $5,245+68.0% | $4,815+83.0% | $4,741+85.8% |
| Participant deferral / active EE | $6,897 | $7,800-11.6% | $7,447-7.4% | $6,400+7.8% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |