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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,443 | $138,076-49.7% | $123,553-43.8% | $135,380-48.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -9.13% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $2,627 | $5,152-49.0% | $4,628-43.2% | $4,779-45.0% |
| Participant deferral / active EE | $4,250 | $6,800-37.5% | $6,426-33.9% | $5,609-24.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |