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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,092 | $138,075-22.4% | $123,552-13.3% | $135,379-20.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.37% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $7,673 | $5,152+48.9% | $4,628+65.8% | $4,779+60.6% |
| Participant deferral / active EE | $8,261 | $6,800+21.5% | $6,426+28.6% | $5,609+47.3% |
| Admin fee / account holder | $298 | $10,917-97.3% | $9,285-96.8% | $10,828-97.2% |