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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,853 | $138,078-17.5% | $125,363-9.2% | $134,509-15.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.82% | 750.49%-767.3pp | 572.15%-589.0pp | 418.13%-435.0pp |
| Employer contribution / active EE | $17,433 | $5,245+232.4% | $4,815+262.1% | $4,741+267.7% |
| Participant deferral / active EE | $13,074 | $7,800+67.6% | $7,447+75.6% | $6,400+104.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |