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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,947 | $92,743+46.6% | $82,744+64.3% | $134,532+1.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.02% | 946.63%-966.7pp | 702.22%-722.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $6,805 | $3,273+107.9% | $3,008+126.2% | $4,741+43.5% |
| Participant deferral / active EE | $2,962 | $4,802-38.3% | $4,395-32.6% | $6,401-53.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |