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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,504 | $138,072-53.3% | $123,549-47.8% | $135,382-52.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.07% | 153.69%-159.8pp | 119.20%-125.3pp | 519.77%-525.8pp |
| Employer contribution / active EE | $9,939 | $5,152+92.9% | $4,628+114.8% | $4,779+108.0% |
| Participant deferral / active EE | $7,030 | $6,799+3.4% | $6,426+9.4% | $5,609+25.3% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |