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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,344 | $92,766-57.6% | $82,763-52.5% | $134,545-70.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.86% | 946.97%-958.8pp | 702.45%-714.3pp | 418.37%-430.2pp |
| Employer contribution / active EE | $6,814 | $3,273+108.2% | $3,008+126.5% | $4,742+43.7% |
| Participant deferral / active EE | $1,285 | $4,802-73.2% | $4,395-70.8% | $6,401-79.9% |
| Admin fee / account holder | $193 | $5,978-96.8% | $5,325-96.4% | $11,431-98.3% |