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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,548 | $138,075-0.4% | $123,552+11.3% | $135,379+1.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.38% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $3,966 | $5,152-23.0% | $4,628-14.3% | $4,779-17.0% |
| Participant deferral / active EE | $6,275 | $6,800-7.7% | $6,426-2.3% | $5,609+11.9% |
| Admin fee / account holder | $53 | $10,917-99.5% | $9,285-99.4% | $10,828-99.5% |