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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,386 | $138,075-63.5% | $123,552-59.2% | $135,379-62.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $2,366 | $5,152-54.1% | $4,628-48.9% | $4,779-50.5% |
| Participant deferral / active EE | $7,943 | $6,800+16.8% | $6,426+23.6% | $5,609+41.6% |
| Admin fee / account holder | $132 | $10,917-98.8% | $9,285-98.6% | $10,828-98.8% |