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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,552 | $90,606+36.4% | $79,466+55.5% | $135,379-8.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.47% | 977.69%-984.2pp | 718.28%-724.8pp | 519.79%-526.3pp |
| Employer contribution / active EE | $2,977 | $3,068-2.9% | $2,800+6.3% | $4,779-37.7% |
| Participant deferral / active EE | $7,418 | $4,050+83.1% | $3,704+100.3% | $5,609+32.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |