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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,373 | $138,072-30.9% | $123,549-22.8% | $135,382-29.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.05% | 153.69%-159.7pp | 119.20%-125.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $3,449 | $5,152-33.0% | $4,628-25.5% | $4,779-27.8% |
| Participant deferral / active EE | $11,131 | $6,799+63.7% | $6,426+73.2% | $5,609+98.5% |
| Admin fee / account holder | $75 | $10,917-99.3% | $9,284-99.2% | $10,829-99.3% |