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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,404 | $138,072-64.9% | $123,549-60.8% | $135,382-64.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.86% | 153.69%-162.6pp | 119.20%-128.1pp | 519.77%-528.6pp |
| Employer contribution / active EE | $5,117 | $5,152-0.7% | $4,628+10.6% | $4,779+7.1% |
| Participant deferral / active EE | $10,693 | $6,799+57.3% | $6,426+66.4% | $5,609+90.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |