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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,448 | $138,076-65.6% | $123,553-61.6% | $135,380-65.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.08% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $7,208 | $5,152+39.9% | $4,628+55.7% | $4,779+50.8% |
| Participant deferral / active EE | $6,389 | $6,800-6.0% | $6,426-0.6% | $5,609+13.9% |
| Admin fee / account holder | $13 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |