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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,869 | $190,879-34.6% | $160,009-22.0% | $134,532-7.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.84% | 552.63%-570.5pp | 408.85%-426.7pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,350 | $4,995-53.0% | $4,225-44.4% | $4,741-50.4% |
| Participant deferral / active EE | $13,079 | $6,924+88.9% | $6,183+111.5% | $6,401+104.3% |
| Admin fee / account holder | $60 | $10,495-99.4% | $8,715-99.3% | $11,429-99.5% |