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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,245 | $138,102-75.9% | $125,381-73.5% | $134,532-75.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.03% | 750.73%-770.8pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $9,403 | $5,245+79.3% | $4,815+95.3% | $4,741+98.3% |
| Participant deferral / active EE | $5,859 | $7,801-24.9% | $7,448-21.3% | $6,401-8.5% |
| Admin fee / account holder | $29 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |