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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,597 | $138,078-86.5% | $125,363-85.2% | $134,509-86.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.49%-769.3pp | 572.15%-590.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,330 | $5,245-74.6% | $4,815-72.4% | $4,741-71.9% |
| Participant deferral / active EE | $7,180 | $7,800-7.9% | $7,447-3.6% | $6,400+12.2% |
| Admin fee / account holder | $153 | $11,566-98.7% | $10,005-98.5% | $11,427-98.7% |