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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,227 | $90,607+128.7% | $79,467+160.8% | $135,380+53.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.74% | 977.74%-984.5pp | 718.30%-725.0pp | 519.81%-526.5pp |
| Employer contribution / active EE | $9,348 | $3,068+204.7% | $2,800+233.8% | $4,779+95.6% |
| Participant deferral / active EE | $8,390 | $4,050+107.1% | $3,704+126.5% | $5,609+49.6% |
| Admin fee / account holder | $167 | $5,895-97.2% | $5,104-96.7% | $10,828-98.5% |