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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,977 | $90,606-5.1% | $79,466+8.2% | $135,379-36.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.02% | 977.69%-981.7pp | 718.28%-722.3pp | 519.79%-523.8pp |
| Employer contribution / active EE | $4,599 | $3,068+49.9% | $2,800+64.2% | $4,779-3.8% |
| Participant deferral / active EE | $2,299 | $4,050-43.2% | $3,704-37.9% | $5,609-59.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |