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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,770 | $138,114-71.2% | $125,391-68.3% | $134,545-70.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.42% | 750.88%-770.3pp | 572.41%-591.8pp | 418.37%-437.8pp |
| Employer contribution / active EE | $4,983 | $5,246-5.0% | $4,816+3.5% | $4,742+5.1% |
| Participant deferral / active EE | $6,661 | $7,801-14.6% | $7,448-10.6% | $6,401+4.1% |
| Admin fee / account holder | $38 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |