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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,565 | $190,916-59.4% | $160,037-51.5% | $134,545-42.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.31% | 552.79%-571.1pp | 408.95%-427.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,615 | $4,996-27.6% | $4,226-14.4% | $4,742-23.8% |
| Participant deferral / active EE | $13,892 | $6,925+100.6% | $6,184+124.7% | $6,401+117.0% |
| Admin fee / account holder | $54 | $10,497-99.5% | $8,716-99.4% | $11,431-99.5% |