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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,430 | $138,076-49.7% | $123,553-43.8% | $135,380-48.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -8.31% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $14,476 | $5,152+181.0% | $4,628+212.8% | $4,779+202.9% |
| Participant deferral / active EE | $7,201 | $6,800+5.9% | $6,426+12.1% | $5,609+28.4% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |