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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,796 | $95,979-56.5% | $74,551-43.9% | $135,380-69.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.12% | 56.97%-58.1pp | 32.53%-33.7pp | 519.81%-520.9pp |
| Employer contribution / active EE | $10,184 | $2,716+274.9% | $1,961+419.3% | $4,779+113.1% |
| Participant deferral / active EE | $10,104 | $3,844+162.9% | $3,108+225.1% | $5,609+80.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |