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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,498 | $90,607-31.0% | $79,467-21.4% | $135,380-53.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.42% | 977.74%-982.2pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $5,714 | $3,068+86.3% | $2,800+104.1% | $4,779+19.6% |
| Participant deferral / active EE | $7,612 | $4,050+87.9% | $3,704+105.5% | $5,609+35.7% |
| Admin fee / account holder | $263 | $5,895-95.5% | $5,104-94.8% | $10,828-97.6% |