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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,360 | $138,102-67.9% | $125,381-64.6% | $134,532-67.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.69% | 750.73%-768.4pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $4,614 | $5,245-12.0% | $4,815-4.2% | $4,741-2.7% |
| Participant deferral / active EE | $9,478 | $7,801+21.5% | $7,448+27.3% | $6,401+48.1% |
| Admin fee / account holder | $67 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |