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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,601 | $138,114+3.2% | $125,391+13.7% | $134,545+6.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.46% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $30,183 | $5,246+475.4% | $4,816+526.8% | $4,742+536.6% |
| Participant deferral / active EE | $3,073 | $7,801-60.6% | $7,448-58.7% | $6,401-52.0% |
| Admin fee / account holder | $128 | $11,570-98.9% | $10,009-98.7% | $11,431-98.9% |