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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,369 | $190,879-40.6% | $160,009-29.1% | $134,532-15.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.51% | 552.63%-564.1pp | 408.85%-420.4pp | 418.27%-429.8pp |
| Employer contribution / active EE | $6,780 | $4,995+35.7% | $4,225+60.5% | $4,741+43.0% |
| Participant deferral / active EE | $13,500 | $6,924+95.0% | $6,183+118.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |