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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,358 | $90,607-38.9% | $79,467-30.3% | $135,380-59.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.60% | 977.74%-986.3pp | 718.30%-726.9pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,219 | $3,068-60.3% | $2,800-56.5% | $4,779-74.5% |
| Participant deferral / active EE | $12,350 | $4,050+204.9% | $3,704+233.4% | $5,609+120.2% |
| Admin fee / account holder | $109 | $5,895-98.2% | $5,104-97.9% | $10,828-99.0% |