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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,750 | $138,114-46.6% | $125,391-41.2% | $134,545-45.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.45% | 750.88%-770.3pp | 572.41%-591.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $5,058 | $5,246-3.6% | $4,816+5.0% | $4,742+6.7% |
| Participant deferral / active EE | $20,441 | $7,801+162.0% | $7,448+174.4% | $6,401+219.3% |
| Admin fee / account holder | $157 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |