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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,862 | $135,645+14.9% | $110,243+41.4% | $135,380+15.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.58% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,444 | $5,507-55.6% | $4,672-47.7% | $5,609-56.4% |
| Admin fee / account holder | $217 | $11,458-98.1% | $8,548-97.5% | $10,828-98.0% |