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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,775 | $106,557+21.8% | $91,227+42.3% | $134,545-3.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.27% | 160.81%-178.1pp | 114.14%-131.4pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,667 | $3,332-20.0% | $2,851-6.5% | $4,742-43.8% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $282 | $6,235-95.5% | $5,423-94.8% | $11,431-97.5% |