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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,404 | $138,072-9.9% | $123,549+0.7% | $135,382-8.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.93% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $3,557 | $5,152-31.0% | $4,628-23.1% | $4,779-25.6% |
| Participant deferral / active EE | $6,298 | $6,799-7.4% | $6,426-2.0% | $5,609+12.3% |
| Admin fee / account holder | $182 | $10,917-98.3% | $9,284-98.0% | $10,829-98.3% |