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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,722 | $135,645-55.2% | $110,243-44.9% | $135,379-55.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.98% | 513.24%-521.2pp | 314.76%-322.7pp | 519.79%-527.8pp |
| Employer contribution / active EE | $3,879 | $4,907-21.0% | $3,827+1.4% | $4,779-18.8% |
| Participant deferral / active EE | $12,987 | $5,507+135.8% | $4,672+178.0% | $5,609+131.5% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |