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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,934 | $135,645-50.7% | $110,243-39.3% | $135,380-50.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.46% | 513.24%-514.7pp | 314.76%-316.2pp | 519.81%-521.3pp |
| Employer contribution / active EE | $1,200 | $4,907-75.5% | $3,827-68.6% | $4,779-74.9% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,672-35.8% | $5,609-46.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |