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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,207 | $135,645-27.6% | $110,243-10.9% | $135,380-27.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.28% | 513.24%-521.5pp | 314.76%-323.0pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,965 | $4,907-39.6% | $3,827-22.5% | $4,779-38.0% |
| Participant deferral / active EE | $11,229 | $5,507+103.9% | $4,672+140.3% | $5,609+100.2% |
| Admin fee / account holder | $225 | $11,458-98.0% | $8,548-97.4% | $10,828-97.9% |