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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,966 | $138,114-64.5% | $125,391-60.9% | $134,545-63.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.45% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $2,920 | $5,246-44.3% | $4,816-39.4% | $4,742-38.4% |
| Participant deferral / active EE | $3,604 | $7,801-53.8% | $7,448-51.6% | $6,401-43.7% |
| Admin fee / account holder | $152 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |