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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,085 | $138,076-71.0% | $123,553-67.6% | $135,380-70.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.48% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $3,418 | $5,152-33.7% | $4,628-26.2% | $4,779-28.5% |
| Participant deferral / active EE | $11,305 | $6,800+66.3% | $6,426+75.9% | $5,609+101.6% |
| Admin fee / account holder | $92 | $10,917-99.2% | $9,284-99.0% | $10,828-99.2% |