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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,872 | $138,075+11.4% | $123,552+24.5% | $135,379+13.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.48% | 153.70%-161.2pp | 119.20%-126.7pp | 519.79%-527.3pp |
| Employer contribution / active EE | $2,440 | $5,152-52.6% | $4,628-47.3% | $4,779-48.9% |
| Participant deferral / active EE | $8,765 | $6,800+28.9% | $6,426+36.4% | $5,609+56.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |