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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,186 | $138,075-70.9% | $123,552-67.5% | $135,379-70.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.29% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $12,043 | $5,152+133.8% | $4,628+160.2% | $4,779+152.0% |
| Participant deferral / active EE | $6,342 | $6,800-6.7% | $6,426-1.3% | $5,609+13.1% |
| Admin fee / account holder | $34 | $10,917-99.7% | $9,285-99.6% | $10,828-99.7% |