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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,393 | $138,076-58.4% | $123,553-53.5% | $135,380-57.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.88% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $8,689 | $5,152+68.7% | $4,628+87.8% | $4,779+81.8% |
| Participant deferral / active EE | $4,301 | $6,800-36.7% | $6,426-33.1% | $5,609-23.3% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |