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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,620 | $138,076-48.9% | $123,553-42.8% | $135,380-47.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.42% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $4,399 | $5,152-14.6% | $4,628-5.0% | $4,779-8.0% |
| Participant deferral / active EE | $12,052 | $6,800+77.2% | $6,426+87.6% | $5,609+114.9% |
| Admin fee / account holder | $234 | $10,917-97.9% | $9,284-97.5% | $10,828-97.8% |