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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,555 | $138,075-54.0% | $123,552-48.6% | $135,379-53.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $6,570 | $5,152+27.5% | $4,628+42.0% | $4,779+37.5% |
| Participant deferral / active EE | $5,877 | $6,800-13.6% | $6,426-8.5% | $5,609+4.8% |
| Admin fee / account holder | $252 | $10,917-97.7% | $9,285-97.3% | $10,828-97.7% |