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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,027 | $138,072+24.6% | $123,549+39.2% | $135,382+27.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.40% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.2pp |
| Employer contribution / active EE | $3,735 | $5,152-27.5% | $4,628-19.3% | $4,779-21.9% |
| Participant deferral / active EE | $5,796 | $6,799-14.8% | $6,426-9.8% | $5,609+3.3% |
| Admin fee / account holder | $163 | $10,917-98.5% | $9,284-98.2% | $10,829-98.5% |