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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,063 | $106,549-44.6% | $91,225-35.3% | $134,509-56.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.37% | 160.73%-172.1pp | 114.10%-125.5pp | 418.13%-429.5pp |
| Employer contribution / active EE | $1,248 | $3,331-62.5% | $2,851-56.2% | $4,741-73.7% |
| Participant deferral / active EE | $10,800 | $4,719+128.9% | $4,234+155.1% | $6,400+68.7% |
| Admin fee / account holder | $161 | $6,234-97.4% | $5,422-97.0% | $11,427-98.6% |