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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,137 | $138,076-67.3% | $123,553-63.5% | $135,380-66.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.53% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $12,366 | $5,152+140.0% | $4,628+167.2% | $4,779+158.8% |
| Participant deferral / active EE | $2,242 | $6,800-67.0% | $6,426-65.1% | $5,609-60.0% |
| Admin fee / account holder | $229 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |