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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,001 | $138,102-70.3% | $125,381-67.3% | $134,532-69.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.10% | 750.73%-765.8pp | 572.31%-587.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $13,392 | $5,245+155.3% | $4,815+178.1% | $4,741+182.5% |
| Participant deferral / active EE | $10,371 | $7,801+32.9% | $7,448+39.2% | $6,401+62.0% |
| Admin fee / account holder | $234 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |