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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,063 | $138,078-29.0% | $125,363-21.8% | $134,509-27.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.76% | 750.49%-770.2pp | 572.15%-591.9pp | 418.13%-437.9pp |
| Employer contribution / active EE | $9,055 | $5,245+72.6% | $4,815+88.1% | $4,741+91.0% |
| Participant deferral / active EE | $10,323 | $7,800+32.3% | $7,447+38.6% | $6,400+61.3% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |