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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,606 | $138,078-67.7% | $125,363-64.4% | $134,509-66.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -20.12% | 750.49%-770.6pp | 572.15%-592.3pp | 418.13%-438.3pp |
| Employer contribution / active EE | $9,251 | $5,245+76.4% | $4,815+92.1% | $4,741+95.1% |
| Participant deferral / active EE | $6,582 | $7,800-15.6% | $7,447-11.6% | $6,400+2.8% |
| Admin fee / account holder | $74 | $11,566-99.4% | $10,005-99.3% | $11,427-99.4% |