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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,442 | $138,072-18.6% | $123,549-9.0% | $135,382-16.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.84% | 153.69%-156.5pp | 119.20%-122.0pp | 519.77%-522.6pp |
| Employer contribution / active EE | $2,969 | $5,152-42.4% | $4,628-35.8% | $4,779-37.9% |
| Participant deferral / active EE | $8,745 | $6,799+28.6% | $6,426+36.1% | $5,609+55.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |