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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,527 | $168,636-58.2% | $147,618-52.2% | $125,388-43.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.32% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $2,953 | $6,252-52.8% | $5,565-46.9% | $4,866-39.3% |
| Participant deferral / active EE | $5,232 | $5,507-5.0% | $4,895+6.9% | $5,352-2.2% |
| Admin fee / account holder | $141 | $13,580-99.0% | $11,612-98.8% | $9,541-98.5% |