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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,229 | $138,075-54.9% | $123,552-49.6% | $135,379-54.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.96% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $7,379 | $5,152+43.2% | $4,628+59.4% | $4,779+54.4% |
| Participant deferral / active EE | $7,623 | $6,800+12.1% | $6,426+18.6% | $5,609+35.9% |
| Admin fee / account holder | $19 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |