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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,951 | $138,102-68.9% | $125,381-65.7% | $134,532-68.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.64% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,054 | $5,245+34.5% | $4,815+46.5% | $4,741+48.8% |
| Participant deferral / active EE | $8,536 | $7,801+9.4% | $7,448+14.6% | $6,401+33.4% |
| Admin fee / account holder | $13 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |