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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,933 | $138,114-77.6% | $125,391-75.3% | $134,545-77.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.91% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $5,455 | $5,246+4.0% | $4,816+13.3% | $4,742+15.1% |
| Participant deferral / active EE | $7,406 | $7,801-5.1% | $7,448-0.6% | $6,401+15.7% |
| Admin fee / account holder | $107 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |