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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,907 | $135,645-33.0% | $110,243-17.5% | $135,380-32.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.78% | 513.24%-518.0pp | 314.76%-319.5pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,271 | $4,907-74.1% | $3,827-66.8% | $4,779-73.4% |
| Participant deferral / active EE | $1,992 | $5,507-63.8% | $4,672-57.4% | $5,609-64.5% |
| Admin fee / account holder | $23 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |