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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,127 | $138,102-39.8% | $125,381-33.7% | $134,532-38.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.65% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-431.9pp |
| Employer contribution / active EE | $3,607 | $5,245-31.2% | $4,815-25.1% | $4,741-23.9% |
| Participant deferral / active EE | $8,573 | $7,801+9.9% | $7,448+15.1% | $6,401+33.9% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |