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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,992 | $138,078-53.7% | $125,363-49.0% | $134,509-52.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.22% | 750.49%-767.7pp | 572.15%-589.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $3,897 | $5,245-25.7% | $4,815-19.1% | $4,741-17.8% |
| Participant deferral / active EE | $7,730 | $7,800-0.9% | $7,447+3.8% | $6,400+20.8% |
| Admin fee / account holder | $115 | $11,566-99.0% | $10,005-98.8% | $11,427-99.0% |