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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,096 | $138,102-86.2% | $125,381-84.8% | $134,532-85.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.55% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $5,025 | $5,245-4.2% | $4,815+4.4% | $4,741+6.0% |
| Participant deferral / active EE | $6,033 | $7,801-22.7% | $7,448-19.0% | $6,401-5.7% |
| Admin fee / account holder | $100 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |