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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,250 | $90,606+116.6% | $79,466+147.0% | $135,379+45.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.05% | 977.69%-981.7pp | 718.28%-722.3pp | 519.79%-523.8pp |
| Employer contribution / active EE | $2,753 | $3,068-10.3% | $2,800-1.7% | $4,779-42.4% |
| Participant deferral / active EE | $3,472 | $4,050-14.3% | $3,704-6.2% | $5,609-38.1% |
| Admin fee / account holder | $79 | $5,895-98.7% | $5,104-98.5% | $10,828-99.3% |