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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,875 | $138,078-54.5% | $125,363-49.8% | $134,509-53.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.02% | 750.49%-760.5pp | 572.15%-582.2pp | 418.13%-428.2pp |
| Employer contribution / active EE | $7,203 | $5,245+37.3% | $4,815+49.6% | $4,741+51.9% |
| Participant deferral / active EE | $4,194 | $7,800-46.2% | $7,447-43.7% | $6,400-34.5% |
| Admin fee / account holder | $146 | $11,566-98.7% | $10,005-98.5% | $11,427-98.7% |