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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,158 | $138,114-81.8% | $125,391-79.9% | $134,545-81.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.65% | 750.88%-770.5pp | 572.41%-592.1pp | 418.37%-438.0pp |
| Employer contribution / active EE | $4,157 | $5,246-20.8% | $4,816-13.7% | $4,742-12.3% |
| Participant deferral / active EE | $4,575 | $7,801-41.4% | $7,448-38.6% | $6,401-28.5% |
| Admin fee / account holder | $20 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |