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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,738 | $92,766+44.2% | $82,763+61.6% | $134,545-0.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.72% | 946.97%-963.7pp | 702.45%-719.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $3,945 | $3,273+20.5% | $3,008+31.1% | $4,742-16.8% |
| Participant deferral / active EE | $6,833 | $4,802+42.3% | $4,395+55.5% | $6,401+6.7% |
| Admin fee / account holder | $40 | $5,978-99.3% | $5,325-99.3% | $11,431-99.7% |