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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,875 | $138,114-54.5% | $125,391-49.9% | $134,545-53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.02% | 750.88%-760.9pp | 572.41%-582.4pp | 418.37%-428.4pp |
| Employer contribution / active EE | $7,203 | $5,246+37.3% | $4,816+49.6% | $4,742+51.9% |
| Participant deferral / active EE | $4,194 | $7,801-46.2% | $7,448-43.7% | $6,401-34.5% |
| Admin fee / account holder | $146 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |