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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,067 | $138,078-39.8% | $125,363-33.7% | $134,509-38.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.57% | 750.49%-769.1pp | 572.15%-590.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $13,544 | $5,245+158.2% | $4,815+181.3% | $4,741+185.7% |
| Participant deferral / active EE | $12,921 | $7,800+65.7% | $7,447+73.5% | $6,400+101.9% |
| Admin fee / account holder | $30 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |