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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,263 | $138,072-53.5% | $123,549-48.0% | $135,382-52.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.89% | 153.69%-161.6pp | 119.20%-127.1pp | 519.77%-527.7pp |
| Employer contribution / active EE | $4,623 | $5,152-10.3% | $4,628-0.1% | $4,779-3.3% |
| Participant deferral / active EE | $5,779 | $6,799-15.0% | $6,426-10.1% | $5,609+3.0% |
| Admin fee / account holder | $133 | $10,917-98.8% | $9,284-98.6% | $10,829-98.8% |