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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,800 | $88,585-91.2% | $69,884-88.8% | $134,532-94.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.90% | 442.80%-459.7pp | 190.81%-207.7pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,517 | $3,235-53.1% | $2,560-40.7% | $4,741-68.0% |
| Participant deferral / active EE | $3,580 | $4,770-24.9% | $3,848-7.0% | $6,401-44.1% |
| Admin fee / account holder | $269 | $10,441-97.4% | $6,266-95.7% | $11,429-97.6% |