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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,704 | $138,078-49.5% | $125,363-44.4% | $134,509-48.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.50% | 750.49%-771.0pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $33,833 | $5,245+545.1% | $4,815+602.7% | $4,741+613.7% |
| Participant deferral / active EE | $20,500 | $7,800+162.8% | $7,447+175.3% | $6,400+220.3% |
| Admin fee / account holder | $134 | $11,566-98.8% | $10,005-98.7% | $11,427-98.8% |