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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,669 | $138,076-27.1% | $123,553-18.5% | $135,380-25.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.02% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,507 | $5,152-51.3% | $4,628-45.8% | $4,779-47.5% |
| Participant deferral / active EE | $19,295 | $6,800+183.8% | $6,426+200.3% | $5,609+244.0% |
| Admin fee / account holder | $65 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |