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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,024 | $138,076-30.5% | $123,553-22.3% | $135,380-29.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.26% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $3,750 | $5,152-27.2% | $4,628-19.0% | $4,779-21.5% |
| Participant deferral / active EE | $21,500 | $6,800+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $33 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |