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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,772 | $138,102-79.2% | $125,381-77.1% | $134,532-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.56% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.8pp |
| Employer contribution / active EE | $10,823 | $5,245+106.3% | $4,815+124.8% | $4,741+128.3% |
| Participant deferral / active EE | $7,156 | $7,801-8.3% | $7,448-3.9% | $6,401+11.8% |
| Admin fee / account holder | $18 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |