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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,582 | $180,462-24.3% | $154,111-11.4% | $135,379+0.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.43% | 888.17%-891.6pp | 735.18%-738.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $6,860 | $6,036+13.7% | $5,298+29.5% | $4,779+43.6% |
| Participant deferral / active EE | $10,379 | $5,806+78.8% | $5,081+104.3% | $5,609+85.0% |
| Admin fee / account holder | $73 | $16,145-99.5% | $13,411-99.5% | $10,828-99.3% |