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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,111 | $138,114-5.8% | $125,391+3.8% | $134,545-3.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.72% | 750.88%-768.6pp | 572.41%-590.1pp | 418.37%-436.1pp |
| Employer contribution / active EE | $15,000 | $5,246+185.9% | $4,816+211.5% | $4,742+216.4% |
| Participant deferral / active EE | $26,000 | $7,801+233.3% | $7,448+249.1% | $6,401+306.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |