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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,312 | $95,388-36.8% | $125,401-51.9% | $77,906-22.6% |
| Participation rate | 94.2% | 78.6%+15.6pp | 82.4%+11.9pp | 73.7%+20.5pp |
| Annual return | -11.14% | 116.19%-127.3pp | 572.53%-583.7pp | 12.16%-23.3pp |
| Employer contribution / active EE | $4,039 | $3,666+10.2% | $4,816-16.1% | $2,846+41.9% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $6 | $119-95.0% | $10,008-99.9% | $133-95.6% |