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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,978 | $190,843-66.0% | $159,981-59.4% | $134,493-51.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.29% | 552.37%-567.7pp | 408.70%-424.0pp | 418.01%-433.3pp |
| Employer contribution / active EE | $10,123 | $4,993+102.7% | $4,224+139.6% | $4,740+113.6% |
| Participant deferral / active EE | $11,875 | $6,923+71.5% | $6,182+92.1% | $6,400+85.5% |
| Admin fee / account holder | $0 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |