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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,267 | $138,114-15.1% | $125,391-6.5% | $134,545-12.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.14% | 750.88%-766.0pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $5,862 | $5,246+11.7% | $4,816+21.7% | $4,742+23.6% |
| Participant deferral / active EE | $11,875 | $7,801+52.2% | $7,448+59.4% | $6,401+85.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |