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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,054 | $138,102-71.0% | $125,381-68.1% | $134,532-70.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.30% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $4,786 | $5,245-8.8% | $4,815-0.6% | $4,741+0.9% |
| Participant deferral / active EE | $6,281 | $7,801-19.5% | $7,448-15.7% | $6,401-1.9% |
| Admin fee / account holder | $39 | $11,568-99.7% | $10,007-99.6% | $11,429-99.7% |