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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,894 | $135,645-73.5% | $110,243-67.4% | $135,380-73.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.17% | 513.24%-519.4pp | 314.76%-320.9pp | 519.81%-526.0pp |
| Employer contribution / active EE | $5,732 | $4,907+16.8% | $3,827+49.8% | $4,779+20.0% |
| Participant deferral / active EE | $16,357 | $5,507+197.0% | $4,672+250.1% | $5,609+191.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |