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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,776 | $138,078-69.0% | $125,363-65.9% | $134,509-68.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $5,513 | $5,245+5.1% | $4,815+14.5% | $4,741+16.3% |
| Participant deferral / active EE | $9,915 | $7,800+27.1% | $7,447+33.1% | $6,400+54.9% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |