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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,105 | $138,114-62.3% | $125,391-58.4% | $134,545-61.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.27% | 750.88%-766.2pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $8,441 | $5,246+60.9% | $4,816+75.3% | $4,742+78.0% |
| Participant deferral / active EE | $12,539 | $7,801+60.7% | $7,448+68.3% | $6,401+95.9% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |