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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,350 | $138,078-54.8% | $125,363-50.3% | $134,509-53.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.16% | 750.49%-767.7pp | 572.15%-589.3pp | 418.13%-435.3pp |
| Employer contribution / active EE | $2,824 | $5,245-46.2% | $4,815-41.4% | $4,741-40.4% |
| Participant deferral / active EE | $4,740 | $7,800-39.2% | $7,447-36.3% | $6,400-25.9% |
| Admin fee / account holder | $242 | $11,566-97.9% | $10,005-97.6% | $11,427-97.9% |