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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,882 | $138,114-72.6% | $125,391-69.8% | $134,545-71.8% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.51% | 750.88%-767.4pp | 572.41%-588.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $9,306 | $5,246+77.4% | $4,816+93.3% | $4,742+96.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |