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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,693 | $190,879-48.3% | $160,009-38.3% | $134,532-26.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -8.40% | 552.63%-561.0pp | 408.85%-417.2pp | 418.27%-426.7pp |
| Employer contribution / active EE | $5,000 | $4,995+0.1% | $4,225+18.3% | $4,741+5.5% |
| Participant deferral / active EE | $6,833 | $6,924-1.3% | $6,183+10.5% | $6,401+6.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |