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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,831 | $138,076-34.9% | $123,553-27.3% | $135,380-33.6% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -2.83% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $2,277 | $5,152-55.8% | $4,628-50.8% | $4,779-52.4% |
| Participant deferral / active EE | $8,321 | $6,800+22.4% | $6,426+29.5% | $5,609+48.3% |
| Admin fee / account holder | $24 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |