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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,273 | $90,606+62.5% | $79,466+85.3% | $135,379+8.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.29% | 977.69%-981.0pp | 718.28%-721.6pp | 519.79%-523.1pp |
| Employer contribution / active EE | $16,898 | $3,068+450.8% | $2,800+503.4% | $4,779+253.6% |
| Participant deferral / active EE | $8,333 | $4,050+105.7% | $3,704+125.0% | $5,609+48.6% |
| Admin fee / account holder | $17 | $5,895-99.7% | $5,104-99.7% | $10,828-99.8% |