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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,959 | $135,645-27.0% | $110,243-10.2% | $135,379-26.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.81% | 513.24%-520.0pp | 314.76%-321.6pp | 519.79%-526.6pp |
| Employer contribution / active EE | $2,967 | $4,907-39.5% | $3,827-22.5% | $4,779-37.9% |
| Participant deferral / active EE | $5,008 | $5,507-9.1% | $4,672+7.2% | $5,609-10.7% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |