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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,093 | $90,617-10.5% | $79,476+2.0% | $135,382-40.1% |
| Participation rate | 77.8% | 76.1%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -9.62% | 977.57%-987.2pp | 718.21%-727.8pp | 519.77%-529.4pp |
| Employer contribution / active EE | $2,055 | $3,068-33.0% | $2,800-26.6% | $4,779-57.0% |
| Participant deferral / active EE | $6,711 | $4,050+65.7% | $3,704+81.2% | $5,609+19.6% |
| Admin fee / account holder | $287 | $5,907-95.1% | $5,113-94.4% | $10,829-97.4% |