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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,314 | $138,076+46.5% | $123,553+63.7% | $135,380+49.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -3.16% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,596 | $5,152-49.6% | $4,628-43.9% | $4,779-45.7% |
| Participant deferral / active EE | $13,829 | $6,800+103.4% | $6,426+115.2% | $5,609+146.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |