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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,853 | $135,645-64.7% | $110,243-56.6% | $135,380-64.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.12% | 513.24%-516.4pp | 314.76%-317.9pp | 519.81%-522.9pp |
| Employer contribution / active EE | $1,569 | $4,907-68.0% | $3,827-59.0% | $4,779-67.2% |
| Participant deferral / active EE | $4,010 | $5,507-27.2% | $4,672-14.2% | $5,609-28.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |