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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,090 | $138,075-73.9% | $123,552-70.8% | $135,379-73.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.08% | 153.70%-154.8pp | 119.20%-120.3pp | 519.79%-520.9pp |
| Employer contribution / active EE | $1,944 | $5,152-62.3% | $4,628-58.0% | $4,779-59.3% |
| Participant deferral / active EE | $9,536 | $6,800+40.2% | $6,426+48.4% | $5,609+70.0% |
| Admin fee / account holder | $276 | $10,917-97.5% | $9,285-97.0% | $10,828-97.4% |