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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,626 | $138,072-34.4% | $123,549-26.6% | $135,382-33.1% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.79% | 153.69%-160.5pp | 119.20%-126.0pp | 519.77%-526.6pp |
| Employer contribution / active EE | $2,215 | $5,152-57.0% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $8,909 | $6,799+31.0% | $6,426+38.6% | $5,609+58.8% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,284-99.7% | $10,829-99.7% |