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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,262 | $90,617+49.3% | $79,476+70.2% | $135,382-0.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.49% | 977.57%-983.1pp | 718.21%-723.7pp | 519.77%-525.3pp |
| Employer contribution / active EE | $3,887 | $3,068+26.7% | $2,800+38.8% | $4,779-18.7% |
| Participant deferral / active EE | $12,390 | $4,050+205.9% | $3,704+234.5% | $5,609+120.9% |
| Admin fee / account holder | $55 | $5,907-99.1% | $5,113-98.9% | $10,829-99.5% |