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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,519 | $135,645-80.4% | $110,243-75.9% | $135,380-80.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.09% | 513.24%-516.3pp | 314.76%-317.8pp | 519.81%-522.9pp |
| Employer contribution / active EE | $2,731 | $4,907-44.3% | $3,827-28.6% | $4,779-42.8% |
| Participant deferral / active EE | $3,835 | $5,507-30.4% | $4,672-17.9% | $5,609-31.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |