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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,892 | $138,102-6.7% | $125,381+2.8% | $134,532-4.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.17% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.4pp |
| Employer contribution / active EE | $19,207 | $5,245+266.2% | $4,815+298.9% | $4,741+305.1% |
| Participant deferral / active EE | $24,021 | $7,801+207.9% | $7,448+222.5% | $6,401+275.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |