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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,418 | $95,975-42.3% | $74,549-25.7% | $135,379-59.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.43% | 56.96%-65.4pp | 32.53%-41.0pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,711 | $2,716-0.2% | $1,961+38.2% | $4,779-43.3% |
| Participant deferral / active EE | $5,755 | $3,844+49.7% | $3,108+85.2% | $5,609+2.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |