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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,772 | $92,684+41.1% | $82,706+58.1% | $134,509-2.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.21% | 945.84%-965.0pp | 701.76%-721.0pp | 418.13%-437.3pp |
| Employer contribution / active EE | $4,203 | $3,272+28.5% | $3,007+39.7% | $4,741-11.3% |
| Participant deferral / active EE | $9,176 | $4,800+91.2% | $4,394+108.8% | $6,400+43.4% |
| Admin fee / account holder | $20 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |