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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,202 | $138,114-74.5% | $125,391-71.9% | $134,545-73.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.91% | 750.88%-765.8pp | 572.41%-587.3pp | 418.37%-433.3pp |
| Employer contribution / active EE | $5,988 | $5,246+14.2% | $4,816+24.4% | $4,742+26.3% |
| Participant deferral / active EE | $6,293 | $7,801-19.3% | $7,448-15.5% | $6,401-1.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |