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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,397 | $138,102-69.3% | $125,381-66.2% | $134,532-68.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.12% | 750.73%-770.8pp | 572.31%-592.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $3,500 | $5,245-33.3% | $4,815-27.3% | $4,741-26.2% |
| Participant deferral / active EE | $18,500 | $7,801+137.2% | $7,448+148.4% | $6,401+189.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |