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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,406 | $135,645-34.1% | $110,243-18.9% | $135,380-34.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.95% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,040 | $4,907+2.7% | $3,827+31.7% | $4,779+5.5% |
| Participant deferral / active EE | $15,000 | $5,507+172.4% | $4,672+221.0% | $5,609+167.4% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |