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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,103 | $152,591-4.9% | $117,529+23.5% | $134,545+7.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.93% | 53.04%-73.0pp | 29.77%-49.7pp | 418.37%-438.3pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $9,167 | $4,821+90.1% | $4,072+125.1% | $6,401+43.2% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |