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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,908 | $92,766-80.7% | $82,763-78.4% | $134,545-86.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.20% | 946.97%-961.2pp | 702.45%-716.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $3,356 | $3,273+2.5% | $3,008+11.6% | $4,742-29.2% |
| Participant deferral / active EE | $1,233 | $4,802-74.3% | $4,395-71.9% | $6,401-80.7% |
| Admin fee / account holder | $60 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |