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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,332 | $135,639-48.9% | $110,241-37.1% | $135,382-48.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.64% | 513.21%-517.9pp | 314.75%-319.4pp | 519.77%-524.4pp |
| Employer contribution / active EE | $10,812 | $4,907+120.4% | $3,827+182.5% | $4,779+126.2% |
| Participant deferral / active EE | $7,222 | $5,507+31.1% | $4,672+54.6% | $5,609+28.8% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |