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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,907 | $138,102-45.0% | $125,381-39.5% | $134,532-43.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.74% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $12,102 | $5,245+130.7% | $4,815+151.3% | $4,741+155.2% |
| Participant deferral / active EE | $14,612 | $7,801+87.3% | $7,448+96.2% | $6,401+128.3% |
| Admin fee / account holder | $281 | $11,568-97.6% | $10,007-97.2% | $11,429-97.5% |