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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,757 | $84,551-54.2% | $61,452-36.9% | $134,532-71.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -5.51% | 585.39%-590.9pp | 338.96%-344.5pp | 418.27%-423.8pp |
| Employer contribution / active EE | $2,520 | $1,545+63.1% | $1,160+117.3% | $4,741-46.8% |
| Participant deferral / active EE | $3,150 | $2,818+11.8% | $2,125+48.3% | $6,401-50.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |