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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,727 | $138,114-49.5% | $125,391-44.4% | $134,545-48.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.80% | 750.88%-757.7pp | 572.41%-579.2pp | 418.37%-425.2pp |
| Employer contribution / active EE | $26,818 | $5,246+411.2% | $4,816+456.9% | $4,742+465.6% |
| Participant deferral / active EE | $15,415 | $7,801+97.6% | $7,448+107.0% | $6,401+140.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |