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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,385 | $138,076-38.9% | $123,553-31.7% | $135,380-37.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.70%-158.8pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $5,421 | $5,152+5.2% | $4,628+17.1% | $4,779+13.4% |
| Participant deferral / active EE | $7,724 | $6,800+13.6% | $6,426+20.2% | $5,609+37.7% |
| Admin fee / account holder | $237 | $10,917-97.8% | $9,284-97.5% | $10,828-97.8% |