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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,615 | $138,075-35.1% | $123,552-27.5% | $135,379-33.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $7,324 | $5,152+42.2% | $4,628+58.2% | $4,779+53.2% |
| Participant deferral / active EE | $4,954 | $6,800-27.1% | $6,426-22.9% | $5,609-11.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |