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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,377 | $138,076-59.2% | $123,553-54.4% | $135,380-58.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.12% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $3,191 | $5,152-38.1% | $4,628-31.0% | $4,779-33.2% |
| Participant deferral / active EE | $6,274 | $6,800-7.7% | $6,426-2.4% | $5,609+11.8% |
| Admin fee / account holder | $300 | $10,917-97.3% | $9,284-96.8% | $10,828-97.2% |