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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,304 | $135,645-69.6% | $110,243-62.5% | $135,380-69.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.16% | 513.24%-520.4pp | 314.76%-321.9pp | 519.81%-527.0pp |
| Employer contribution / active EE | $7,064 | $4,907+44.0% | $3,827+84.6% | $4,779+47.8% |
| Participant deferral / active EE | $7,672 | $5,507+39.3% | $4,672+64.2% | $5,609+36.8% |
| Admin fee / account holder | $260 | $11,458-97.7% | $8,548-97.0% | $10,828-97.6% |