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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,611 | $138,102-74.2% | $125,381-71.6% | $134,532-73.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.55% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.8pp |
| Employer contribution / active EE | $8,297 | $5,245+58.2% | $4,815+72.3% | $4,741+75.0% |
| Participant deferral / active EE | $21,081 | $7,801+170.3% | $7,448+183.1% | $6,401+229.3% |
| Admin fee / account holder | $48 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |