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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,488 | $138,075-59.8% | $123,552-55.1% | $135,379-59.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.77% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $3,968 | $5,152-23.0% | $4,628-14.3% | $4,779-17.0% |
| Participant deferral / active EE | $10,960 | $6,800+61.2% | $6,426+70.6% | $5,609+95.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |