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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,295 | $138,114-10.7% | $125,391-1.7% | $134,545-8.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.05% | 750.88%-766.9pp | 572.41%-588.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,521 | $5,246-51.9% | $4,816-47.7% | $4,742-46.8% |
| Participant deferral / active EE | $3,724 | $7,801-52.3% | $7,448-50.0% | $6,401-41.8% |
| Admin fee / account holder | $7 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |