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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,127 | $138,102-65.2% | $125,381-61.6% | $134,532-64.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.14% | 750.73%-766.9pp | 572.31%-588.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $6,200 | $5,245+18.2% | $4,815+28.8% | $4,741+30.8% |
| Participant deferral / active EE | $10,347 | $7,801+32.6% | $7,448+38.9% | $6,401+61.6% |
| Admin fee / account holder | $5 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |