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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,063 | $138,114-29.0% | $125,391-21.8% | $134,545-27.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.76% | 750.88%-770.6pp | 572.41%-592.2pp | 418.37%-438.1pp |
| Employer contribution / active EE | $9,055 | $5,246+72.6% | $4,816+88.0% | $4,742+91.0% |
| Participant deferral / active EE | $10,323 | $7,801+32.3% | $7,448+38.6% | $6,401+61.3% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |