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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,766 | $90,606-55.0% | $79,466-48.7% | $135,379-69.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.05% | 977.69%-984.7pp | 718.28%-725.3pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,646 | $3,068+18.9% | $2,800+30.2% | $4,779-23.7% |
| Participant deferral / active EE | $9,767 | $4,050+141.1% | $3,704+163.7% | $5,609+74.1% |
| Admin fee / account holder | $241 | $5,895-95.9% | $5,104-95.3% | $10,828-97.8% |