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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,824 | $138,076-46.5% | $123,553-40.2% | $135,380-45.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -3.76% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $3,025 | $5,152-41.3% | $4,628-34.6% | $4,779-36.7% |
| Participant deferral / active EE | $6,933 | $6,800+2.0% | $6,426+7.9% | $5,609+23.6% |
| Admin fee / account holder | $36 | $10,917-99.7% | $9,284-99.6% | $10,828-99.7% |