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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,487 | $138,076-25.1% | $123,553-16.2% | $135,380-23.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.03% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $7,490 | $5,152+45.4% | $4,628+61.8% | $4,779+56.7% |
| Participant deferral / active EE | $10,500 | $6,800+54.4% | $6,426+63.4% | $5,609+87.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |