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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,643 | $138,076-52.5% | $123,553-46.9% | $135,380-51.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.70% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,838 | $5,152-44.9% | $4,628-38.7% | $4,779-40.6% |
| Participant deferral / active EE | $10,615 | $6,800+56.1% | $6,426+65.2% | $5,609+89.3% |
| Admin fee / account holder | $20 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |