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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,130 | $106,551-7.0% | $91,225+8.7% | $134,532-26.3% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -18.83% | 160.78%-179.6pp | 114.12%-132.9pp | 418.27%-437.1pp |
| Employer contribution / active EE | $2,456 | $3,331-26.3% | $2,851-13.8% | $4,741-48.2% |
| Participant deferral / active EE | $9,122 | $4,718+93.3% | $4,233+115.5% | $6,401+42.5% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |