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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,000 | $138,076-48.6% | $123,553-42.5% | $135,380-47.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -3.97% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $4,187 | $5,152-18.7% | $4,628-9.5% | $4,779-12.4% |
| Participant deferral / active EE | $11,009 | $6,800+61.9% | $6,426+71.3% | $5,609+96.3% |
| Admin fee / account holder | $58 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |