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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,612 | $92,766-82.1% | $82,763-79.9% | $134,545-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.45% | 946.97%-965.4pp | 702.45%-720.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $1,620 | $3,273-50.5% | $3,008-46.2% | $4,742-65.8% |
| Participant deferral / active EE | $4,239 | $4,802-11.7% | $4,395-3.6% | $6,401-33.8% |
| Admin fee / account holder | $150 | $5,978-97.5% | $5,325-97.2% | $11,431-98.7% |