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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,846 | $135,645-46.3% | $110,243-33.9% | $135,380-46.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.52% | 513.24%-517.8pp | 314.76%-319.3pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,473 | $4,907-49.6% | $3,827-35.4% | $4,779-48.3% |
| Participant deferral / active EE | $5,088 | $5,507-7.6% | $4,672+8.9% | $5,609-9.3% |
| Admin fee / account holder | $155 | $11,458-98.6% | $8,548-98.2% | $10,828-98.6% |