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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,732 | $190,916-39.9% | $160,037-28.3% | $134,545-14.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.52% | 552.79%-572.3pp | 408.95%-428.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $29,000 | $4,996+480.5% | $4,226+586.3% | $4,742+511.6% |
| Participant deferral / active EE | $18,000 | $6,925+159.9% | $6,184+191.1% | $6,401+181.2% |
| Admin fee / account holder | $24 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |