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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,964 | $180,462-42.9% | $154,111-33.2% | $135,379-23.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.11% | 888.17%-892.3pp | 735.18%-739.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,724 | $6,036-71.4% | $5,298-67.5% | $4,779-63.9% |
| Participant deferral / active EE | $3,326 | $5,806-42.7% | $5,081-34.5% | $5,609-40.7% |
| Admin fee / account holder | $257 | $16,145-98.4% | $13,411-98.1% | $10,828-97.6% |