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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,510 | $90,607+7.6% | $79,467+22.7% | $135,380-28.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.18% | 977.74%-986.9pp | 718.30%-727.5pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,000 | $3,068-67.4% | $2,800-64.3% | $4,779-79.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |