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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,517 | $138,076-77.9% | $123,553-75.3% | $135,380-77.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.90% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $4,153 | $5,152-19.4% | $4,628-10.3% | $4,779-13.1% |
| Participant deferral / active EE | $7,798 | $6,800+14.7% | $6,426+21.4% | $5,609+39.0% |
| Admin fee / account holder | $12 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |