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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,908 | $106,557-56.9% | $91,227-49.7% | $134,545-65.9% |
| Participation rate | 76.2% | 76.8%-0.6pp | 73.2%+3.0pp | 81.2%-5.0pp |
| Annual return | -18.94% | 160.81%-179.8pp | 114.14%-133.1pp | 418.37%-437.3pp |
| Employer contribution / active EE | $3,171 | $3,332-4.8% | $2,851+11.2% | $4,742-33.1% |
| Participant deferral / active EE | $5,652 | $4,719+19.8% | $4,234+33.5% | $6,401-11.7% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |