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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,739 | $138,076-3.1% | $123,553+8.2% | $135,380-1.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.77% | 153.70%-159.5pp | 119.21%-125.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,357 | $5,152-34.8% | $4,628-27.5% | $4,779-29.7% |
| Participant deferral / active EE | $10,080 | $6,800+48.2% | $6,426+56.9% | $5,609+79.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |