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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,980 | $138,078-49.3% | $125,363-44.2% | $134,509-48.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.11% | 750.49%-769.6pp | 572.15%-591.3pp | 418.13%-437.2pp |
| Employer contribution / active EE | $7,240 | $5,245+38.0% | $4,815+50.4% | $4,741+52.7% |
| Participant deferral / active EE | $11,456 | $7,800+46.9% | $7,447+53.8% | $6,400+79.0% |
| Admin fee / account holder | $211 | $11,566-98.2% | $10,005-97.9% | $11,427-98.2% |