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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,216 | $138,078-67.3% | $125,363-63.9% | $134,509-66.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.86% | 750.49%-765.4pp | 572.15%-587.0pp | 418.13%-433.0pp |
| Employer contribution / active EE | $2,572 | $5,245-51.0% | $4,815-46.6% | $4,741-45.7% |
| Participant deferral / active EE | $9,459 | $7,800+21.3% | $7,447+27.0% | $6,400+47.8% |
| Admin fee / account holder | $44 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |