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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,539 | $92,743-61.7% | $82,744-57.0% | $134,532-73.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.38% | 946.63%-964.0pp | 702.22%-719.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,420 | $3,273+4.5% | $3,008+13.7% | $4,741-27.9% |
| Participant deferral / active EE | $3,378 | $4,802-29.6% | $4,395-23.1% | $6,401-47.2% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |