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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,550 | $138,114-54.7% | $125,391-50.1% | $134,545-53.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.49% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $4,836 | $5,246-7.8% | $4,816+0.4% | $4,742+2.0% |
| Participant deferral / active EE | $4,982 | $7,801-36.1% | $7,448-33.1% | $6,401-22.2% |
| Admin fee / account holder | $24 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |