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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,846 | $190,916-56.1% | $160,037-47.6% | $134,545-37.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.04% | 552.79%-570.8pp | 408.95%-427.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,199 | $4,996-15.9% | $4,226-0.6% | $4,742-11.4% |
| Participant deferral / active EE | $6,499 | $6,925-6.2% | $6,184+5.1% | $6,401+1.5% |
| Admin fee / account holder | $150 | $10,497-98.6% | $8,716-98.3% | $11,431-98.7% |