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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,692 | $135,645-68.5% | $110,243-61.3% | $135,380-68.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -4.81% | 513.24%-518.0pp | 314.76%-319.6pp | 519.81%-524.6pp |
| Employer contribution / active EE | $6,196 | $4,907+26.3% | $3,827+61.9% | $4,779+29.6% |
| Participant deferral / active EE | $4,625 | $5,507-16.0% | $4,672-1.0% | $5,609-17.5% |
| Admin fee / account holder | $258 | $11,458-97.7% | $8,548-97.0% | $10,828-97.6% |