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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,127 | $135,645-73.4% | $110,243-67.2% | $135,379-73.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -0.40% | 513.24%-513.6pp | 314.76%-315.2pp | 519.79%-520.2pp |
| Employer contribution / active EE | $4,424 | $4,907-9.8% | $3,827+15.6% | $4,779-7.4% |
| Participant deferral / active EE | $4,424 | $5,507-19.7% | $4,672-5.3% | $5,609-21.1% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |