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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,625 | $138,076-51.0% | $123,553-45.3% | $135,380-50.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.05% | 153.70%-156.7pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $4,439 | $5,152-13.8% | $4,628-4.1% | $4,779-7.1% |
| Participant deferral / active EE | $16,000 | $6,800+135.3% | $6,426+149.0% | $5,609+185.3% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |