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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,163 | $90,607-29.2% | $79,467-19.3% | $135,380-52.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.53% | 977.74%-983.3pp | 718.30%-723.8pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,627 | $3,068+18.2% | $2,800+29.5% | $4,779-24.1% |
| Participant deferral / active EE | $3,354 | $4,050-17.2% | $3,704-9.4% | $5,609-40.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |