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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,111 | $138,078-86.9% | $125,363-85.6% | $134,509-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.73% | 750.49%-769.2pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $3,752 | $5,245-28.5% | $4,815-22.1% | $4,741-20.8% |
| Participant deferral / active EE | $4,317 | $7,800-44.7% | $7,447-42.0% | $6,400-32.6% |
| Admin fee / account holder | $20 | $11,566-99.8% | $10,005-99.8% | $11,427-99.8% |