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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,515 | $138,075-68.5% | $123,552-64.8% | $135,379-67.9% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.67% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $6,810 | $5,152+32.2% | $4,628+47.1% | $4,779+42.5% |
| Participant deferral / active EE | $4,032 | $6,800-40.7% | $6,426-37.3% | $5,609-28.1% |
| Admin fee / account holder | $197 | $10,917-98.2% | $9,285-97.9% | $10,828-98.2% |