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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,757 | $138,102-54.6% | $125,381-49.9% | $134,532-53.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.21% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $3,603 | $5,245-31.3% | $4,815-25.2% | $4,741-24.0% |
| Participant deferral / active EE | $9,939 | $7,801+27.4% | $7,448+33.5% | $6,401+55.3% |
| Admin fee / account holder | $56 | $11,568-99.5% | $10,007-99.4% | $11,429-99.5% |