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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,549 | $138,078-48.2% | $125,363-42.9% | $134,509-46.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.56% | 750.49%-771.0pp | 572.15%-592.7pp | 418.13%-438.7pp |
| Employer contribution / active EE | $40,802 | $5,245+678.0% | $4,815+747.4% | $4,741+760.7% |
| Participant deferral / active EE | $27,175 | $7,800+248.4% | $7,447+264.9% | $6,400+324.6% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |