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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,623 | $138,102-7.6% | $125,381+1.8% | $134,532-5.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.49% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.8pp |
| Employer contribution / active EE | $2,067 | $5,245-60.6% | $4,815-57.1% | $4,741-56.4% |
| Participant deferral / active EE | $8,293 | $7,801+6.3% | $7,448+11.4% | $6,401+29.6% |
| Admin fee / account holder | $98 | $11,568-99.2% | $10,007-99.0% | $11,429-99.1% |