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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,608 | $135,645-57.5% | $110,243-47.7% | $135,380-57.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.49% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.3pp |
| Employer contribution / active EE | $5,657 | $4,907+15.3% | $3,827+47.8% | $4,779+18.4% |
| Participant deferral / active EE | $11,660 | $5,507+111.7% | $4,672+149.6% | $5,609+107.9% |
| Admin fee / account holder | $15 | $11,458-99.9% | $8,548-99.8% | $10,828-99.9% |