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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,617 | $138,076-31.5% | $123,553-23.4% | $135,380-30.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.11% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $4,360 | $5,152-15.4% | $4,628-5.8% | $4,779-8.8% |
| Participant deferral / active EE | $8,267 | $6,800+21.6% | $6,426+28.6% | $5,609+47.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |