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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,593 | $138,078-40.2% | $125,363-34.1% | $134,509-38.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.81% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,968 | $5,245-43.4% | $4,815-38.4% | $4,741-37.4% |
| Participant deferral / active EE | $9,758 | $7,800+25.1% | $7,447+31.0% | $6,400+52.5% |
| Admin fee / account holder | $17 | $11,566-99.9% | $10,005-99.8% | $11,427-99.8% |