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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,268 | $138,102-39.7% | $125,381-33.6% | $134,532-38.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.09% | 750.73%-761.8pp | 572.31%-583.4pp | 418.27%-429.4pp |
| Employer contribution / active EE | $3,948 | $5,245-24.7% | $4,815-18.0% | $4,741-16.7% |
| Participant deferral / active EE | $3,948 | $7,801-49.4% | $7,448-47.0% | $6,401-38.3% |
| Admin fee / account holder | $293 | $11,568-97.5% | $10,007-97.1% | $11,429-97.4% |