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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,697 | $138,076-20.6% | $123,553-11.2% | $135,380-19.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,367 | $5,152-54.0% | $4,628-48.8% | $4,779-50.5% |
| Participant deferral / active EE | $8,817 | $6,800+29.7% | $6,426+37.2% | $5,609+57.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |