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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,646 | $138,072-53.2% | $123,549-47.7% | $135,382-52.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -7.80% | 153.69%-161.5pp | 119.20%-127.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $6,986 | $5,152+35.6% | $4,628+50.9% | $4,779+46.2% |
| Participant deferral / active EE | $5,013 | $6,799-26.3% | $6,426-22.0% | $5,609-10.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |