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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,514 | $138,102-64.9% | $125,381-61.3% | $134,532-63.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $9,654 | $5,245+84.0% | $4,815+100.5% | $4,741+103.6% |
| Participant deferral / active EE | $9,006 | $7,801+15.5% | $7,448+20.9% | $6,401+40.7% |
| Admin fee / account holder | $19 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |