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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,262 | $135,645-52.6% | $110,243-41.7% | $135,379-52.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.54% | 513.24%-518.8pp | 314.76%-320.3pp | 519.79%-525.3pp |
| Employer contribution / active EE | $2,706 | $4,907-44.8% | $3,827-29.3% | $4,779-43.4% |
| Participant deferral / active EE | $6,605 | $5,507+19.9% | $4,672+41.4% | $5,609+17.8% |
| Admin fee / account holder | $21 | $11,458-99.8% | $8,548-99.8% | $10,828-99.8% |