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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,954 | $138,102-40.7% | $125,381-34.6% | $134,532-39.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.14% | 750.73%-769.9pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $3,530 | $5,245-32.7% | $4,815-26.7% | $4,741-25.5% |
| Participant deferral / active EE | $10,550 | $7,801+35.2% | $7,448+41.7% | $6,401+64.8% |
| Admin fee / account holder | $40 | $11,568-99.7% | $10,007-99.6% | $11,429-99.6% |