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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,058 | $138,078-84.0% | $125,363-82.4% | $134,509-83.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.78% | 750.49%-764.3pp | 572.15%-585.9pp | 418.13%-431.9pp |
| Employer contribution / active EE | $5,832 | $5,245+11.2% | $4,815+21.1% | $4,741+23.0% |
| Participant deferral / active EE | $7,003 | $7,800-10.2% | $7,447-6.0% | $6,400+9.4% |
| Admin fee / account holder | $34 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |