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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,529 | $138,076-60.5% | $123,553-55.9% | $135,380-59.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.70% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $5,749 | $5,152+11.6% | $4,628+24.2% | $4,779+20.3% |
| Participant deferral / active EE | $4,420 | $6,800-35.0% | $6,426-31.2% | $5,609-21.2% |
| Admin fee / account holder | $62 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |