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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,067 | $138,114-71.0% | $125,391-68.0% | $134,545-70.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.28% | 750.88%-758.2pp | 572.41%-579.7pp | 418.37%-425.6pp |
| Employer contribution / active EE | $2,089 | $5,246-60.2% | $4,816-56.6% | $4,742-55.9% |
| Participant deferral / active EE | $7,324 | $7,801-6.1% | $7,448-1.7% | $6,401+14.4% |
| Admin fee / account holder | $1 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |