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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,945 | $106,551-40.0% | $91,225-29.9% | $134,532-52.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.41% | 160.78%-172.2pp | 114.12%-125.5pp | 418.27%-429.7pp |
| Employer contribution / active EE | $2,560 | $3,331-23.2% | $2,851-10.2% | $4,741-46.0% |
| Participant deferral / active EE | $6,835 | $4,718+44.9% | $4,233+61.4% | $6,401+6.8% |
| Admin fee / account holder | $151 | $6,234-97.6% | $5,422-97.2% | $11,429-98.7% |