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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,662 | $95,975-28.5% | $74,549-7.9% | $135,379-49.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.65% | 56.96%-62.6pp | 32.53%-38.2pp | 519.79%-525.4pp |
| Employer contribution / active EE | $2,928 | $2,716+7.8% | $1,961+49.3% | $4,779-38.7% |
| Participant deferral / active EE | $2,976 | $3,844-22.6% | $3,108-4.3% | $5,609-46.9% |
| Admin fee / account holder | $19 | $6,522-99.7% | $5,059-99.6% | $10,828-99.8% |