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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,765 | $138,102-69.0% | $125,381-65.9% | $134,532-68.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.56% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $15,655 | $5,245+198.5% | $4,815+225.1% | $4,741+230.2% |
| Participant deferral / active EE | $18,000 | $7,801+130.8% | $7,448+141.7% | $6,401+181.2% |
| Admin fee / account holder | $167 | $11,568-98.6% | $10,007-98.3% | $11,429-98.5% |