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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,502 | $95,975-40.1% | $74,552-22.9% | $135,382-57.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.06% | 56.96%-64.0pp | 32.53%-39.6pp | 519.77%-526.8pp |
| Employer contribution / active EE | $2,997 | $2,716+10.3% | $1,961+52.8% | $4,779-37.3% |
| Participant deferral / active EE | $5,416 | $3,844+40.9% | $3,108+74.3% | $5,609-3.4% |
| Admin fee / account holder | $172 | $6,522-97.4% | $5,060-96.6% | $10,829-98.4% |