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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,225 | $138,114-73.8% | $125,391-71.1% | $134,545-73.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.45% | 750.88%-769.3pp | 572.41%-590.9pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,669 | $5,246-49.1% | $4,816-44.6% | $4,742-43.7% |
| Participant deferral / active EE | $5,139 | $7,801-34.1% | $7,448-31.0% | $6,401-19.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |