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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,677 | $90,607+36.5% | $79,467+55.6% | $135,380-8.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.00% | 977.74%-982.7pp | 718.30%-723.3pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,829 | $3,068-40.4% | $2,800-34.7% | $4,779-61.7% |
| Participant deferral / active EE | $2,348 | $4,050-42.0% | $3,704-36.6% | $5,609-58.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |