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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,672 | $138,102-51.7% | $125,381-46.8% | $134,532-50.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.94% | 750.73%-770.7pp | 572.31%-592.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $19,271 | $5,245+267.4% | $4,815+300.2% | $4,741+306.5% |
| Participant deferral / active EE | $12,078 | $7,801+54.8% | $7,448+62.2% | $6,401+88.7% |
| Admin fee / account holder | $99 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |