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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,006 | $138,114-52.2% | $125,391-47.4% | $134,545-50.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.52% | 750.88%-769.4pp | 572.41%-590.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $12,275 | $5,246+134.0% | $4,816+154.9% | $4,742+158.9% |
| Participant deferral / active EE | $8,184 | $7,801+4.9% | $7,448+9.9% | $6,401+27.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |