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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,516 | $138,075+7.6% | $123,552+20.2% | $135,379+9.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.04% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,706 | $5,152-66.9% | $4,628-63.1% | $4,779-64.3% |
| Participant deferral / active EE | $9,294 | $6,800+36.7% | $6,426+44.6% | $5,609+65.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |