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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,139 | $138,076-7.9% | $123,553+2.9% | $135,380-6.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.88% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,341 | $5,152+3.7% | $4,628+15.4% | $4,779+11.8% |
| Participant deferral / active EE | $5,115 | $6,800-24.8% | $6,426-20.4% | $5,609-8.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |