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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,102 | $138,076-62.3% | $123,553-57.8% | $135,380-61.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.17% | 153.70%-162.9pp | 119.21%-128.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $3,907 | $5,152-24.2% | $4,628-15.6% | $4,779-18.2% |
| Participant deferral / active EE | $11,292 | $6,800+66.1% | $6,426+75.7% | $5,609+101.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |