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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,647 | $92,766-6.6% | $82,763+4.7% | $134,545-35.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.38% | 946.97%-960.4pp | 702.45%-715.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $4,478 | $3,273+36.8% | $3,008+48.9% | $4,742-5.6% |
| Participant deferral / active EE | $4,367 | $4,802-9.1% | $4,395-0.6% | $6,401-31.8% |
| Admin fee / account holder | $20 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |