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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,935 | $90,606-43.8% | $79,466-35.9% | $135,379-62.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.58% | 977.69%-982.3pp | 718.28%-722.9pp | 519.79%-524.4pp |
| Employer contribution / active EE | $3,425 | $3,068+11.7% | $2,800+22.3% | $4,779-28.3% |
| Participant deferral / active EE | $2,844 | $4,050-29.8% | $3,704-23.2% | $5,609-49.3% |
| Admin fee / account holder | $271 | $5,895-95.4% | $5,104-94.7% | $10,828-97.5% |