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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,654 | $190,879-25.3% | $160,009-10.8% | $134,532+6.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.43% | 552.63%-571.1pp | 408.85%-427.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $17,800 | $4,995+256.4% | $4,225+321.3% | $4,741+275.4% |
| Participant deferral / active EE | $17,049 | $6,924+146.2% | $6,183+175.7% | $6,401+166.3% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |