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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,668 | $138,078-70.5% | $125,363-67.6% | $134,509-69.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.62% | 750.49%-769.1pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $4,633 | $5,245-11.7% | $4,815-3.8% | $4,741-2.3% |
| Participant deferral / active EE | $7,967 | $7,800+2.1% | $7,447+7.0% | $6,400+24.5% |
| Admin fee / account holder | $25 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |